LPTAX (LM Permal Tact Alloc;A)
Net Asset Value: 14.56 1-Day Return: -0.01 (-0.07%) YTD Return as of 2/9/12:Up 6.12%

Classification: Global Flex Port   Objective: Global Flex Port   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 6.12 -1.29NANANA
Classification 6.10 -0.80 14.10 2.15 7.19
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)4758NANANA

Fund Stats

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Investment Objective:Global Flex Port
Net Assets ($Mil)21.10
Inception Date:4/9/09
Manager Name, TenureZuelhlsdorff/Pillersdorf, 2009 / 2009
Expense Ratio: 1.13%
Sales Charge:
Load Type:
  
Front-End Load
5.75%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Western Asset Core Bond Portfolio;is NA 8.15
Legg Mason Bw Global Opportunities Bond Fund;is NA 8.05
Vanguard Dividend Appreciation Index Fund;etf NA 7.89
Legg Mason Clearbridge Aggressive Growth Fund;is NA 6.07
Legg Mason Clearbridge Appreciation Fund;is NA 5.89
Ishares Msci Japan Index Fund NA 5.09
John Hancock Currency Strategies Fund;i NA 4.50
Select Sector Utilities Select Sector Spdr Fund NA 4.18
Ishares Iboxx $ Inv Grade Corporate Bond Fund NA 4.17
John Hancock Ii Floating Rate Income Fund;i NA 4.14
% of Total Holdings 58.13

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