QS Legg Mason Strategic Real Return Fund Class C

 (MUTF:LRRCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.07%
   
1 week
   
-0.34%  
4 week   +0.76%
   
3 month   +2.45%
   
YTD   +5.94%
   
1 year   +9.09%
   
3 years*   +2.62%
   
5 years*   -  
*annualized
Best 3 month return+9.84%  
Worst 3 month return-10.60%  

Morningstar statistics

Morningstar category: Conservative Allocation
  Return Risk Rating
3 years Below Average High
5 years     -     - -
10 years     -     - -
Overall Below Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets156.62M 
Front load-  
Deferred load1.00%  
Expense ratio2.10%  
Management fee-  
Fund familyLegg Mason 

Asset allocation

Cash14.71%  
Stocks40.59%  
Bonds38.92%  
Preferred0.21%  
Other5.58%  

Purchase information

Initial$1,000  
Additional$50  
IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
14.63+0.01(0.07%)
Jul 9, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide an attractive long-term real return. The fund normally seeks to provide an attractive long-term real return. It may allocate its assets among five investment "sleeves": Inflation-Linked Debt Securities (40%), Global Equity Securities (20%), Commodity-Linked Securities (20%), Real Estate Investment Trusts (REITs) (10%), Tactical Strategy (10%). The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Joseph Giroux (Started: May 30, 2014)
Stephen Lanzendorf (Started: Jan 26, 2011)
Y. Lin (Started: Feb 26, 2010)
Ellen Tesler (Started: May 30, 2014)
Thomas Picciochi (Started: May 30, 2014)
Advisor Company:
Legg Mason Partners Fund Advisor, LLC
Fund family reports on Morningstar »
Legg Mason/Western, 100 International Drive, Baltimore, MD 21202, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.84 -7.54     -     -
Beta* 1.08 1.26     -     -
Mean annual return 0.93 0.33     -     -
R-squared* 85.68 84.49     -     -
Standard deviation 6.67 11.17     -     -
Sharpe ratio 1.66 0.35     -     -
* Against standard index

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