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    QS Legg Mason Lifestyle Allocation 30% C (SBCLX)

    13.54 0.00(0.00%) Jan 23
    Prev Close:13.54
    YTD Return*:3.89%
    Net Assets*:148.52M
    Yield*:1.97%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for SBCLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Western Asset Core Plus Bond IS39.45N/A
    Western Asset Total Return Uncons IS14.03N/A
    Western Asset High Yield IS11.47N/A
    QS Legg Mason Strategic Real Return IS6.75N/A
    QS Batterymarch Intl Eq IS6.71N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:148.52M
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:3.89%
    5y Avg Return:6.95%
    Rank in Category (ytd):53
    % Rank in Category (ytd):7.32%
    Beta (3y):0.67
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks income as a primary objective and long-term growth of capital as a secondary objective. The fund is a fund of funds-it invests in other mutual funds. It is managed as an asset allocation program and allocates its assets primarily among Legg Mason-affiliated mutual funds. The fund seeks to maintain a Target Allocation (that is, its percentage allocation between equity-oriented funds and fixed income-oriented funds) of 30% in underlying funds that invest principally in equity securities and 70% in underlying funds that invest principally in fixed income securities. It is non-diversified. View More
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