SCHAX Rating, Research - Legg Mason Lifestyle Allocation 85% A

Legg Mason Lifestyle Allocation 85% A (schax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the schax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Legg Mason Lifestyle Allocation 85% A (SCHAX) Description: SCHAX is a mutual fund, which is an investment that owns a basket of assets. The SCHAX mutual fund was provided by Legg Mason and this investment vehicle derives the majority of its value from equity holdings (stocks). Legg Masons mutual fund has a medium management tenure and is in the average fund size classification. SCHAXs minimum initial investment amount is $1000 while the IRA minimum is $250. SCHAXs expense ratio is roughly 1%. The latest SCHAXs front end load was 6% and the back end load was 0%. The Legg Mason Lifestyle Allocation 85% A (SCHAX) mutual fund falls under the large-cap mixed category. SCHAX focuses its investments in USA and SCHAX is not affiliated with a particular industry or fund sector. The Legg Mason Lifestyle Allocation 85% A (SCHAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SCHAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SCHAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund invest in a diversified portfolio of companies that collectively have a lower projected price to earnings ratio than the market, a higher projected rate of earnings growth relative to the market, and what the Advisor believes to be reduced risk levels relative to the general averages. It invests primarily in common stocks (see stock research) of U.S. and foreign companies that the manager believes are undervalued.

Management Analysis Update

Legg Mason Lifestyle Allocation 85% A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update