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QS Legg Mason Lifestyle Allocation 30% A (SBCPX)

13.58 Up 0.02(0.15%) Nov 26
Prev Close:13.56
YTD Return*:5.18%
Net Assets*:148.95M
Yield*:2.30%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for SBCPX 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:148.95M
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.55%

Performance & Risk

YTD Return:5.18%
5y Avg Return:8.42%
Rank in Category (ytd):26
% Rank in Category (ytd):3.56%
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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