Penn Wealth Publishing

2018.11.04 Penn Wealth Report Vol 6 Issue 04

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Page 19 of 29

Penn Strategic Income Portfolio Asset Class Classification Sym Yield Name Allocation Balanced Open End BALFX 2.01% American Funds Income Bank Loan SRLN 4.47% SPDR® Blackstone Allocation Convertibles CWB 3.76% SPDR® Blmbg Taxable Bond Corporate Bond LQD 3.55% iShares iBoxx Worldwide Bond Emerging Markets Bond PCY 4.81% Invesco Emerging Alternatives Financials BX 7.28% Blackstone Group Corporate Bond ‐ High Yield High Yield Bond HYT 8.44% BlackRock Corp Government Bond ‐ Treasury Inflation‐Protected Bond TIP 3.15% iShares TIPS Government Bond ‐ Treasury Intermediate Government GOVT 1.93% iShares US Treasury Growth and Income Intermediate‐Term Bond TOTL 3.25% SPDR® DoubleLine Income Intermediate‐Term Bond BOND 3.42% PIMCO Active Income Multisector Bond NFLT 4.82% Virtus Newfleet Corporate Bond ‐ General Nontraditional Bond IGIH 3.33% Xtrackers Inv Corporate Bond ‐ High Yield Nontraditional Bond HYZD 4.97% WisdomTree Growth and Income Preferred Stock PFF 5.78% iShares US Preferred Specialty ‐ Real Estate REIT KIM 7.17% Kimco Realty Specialty ‐ Real Estate REIT VNQ 4.44% Vanguard Real Specialty ‐ Real Estate REIT O 4.35% Realty Income Specialty ‐ Real Estate REIT ADC 3.73% Agree Realty Growth and Income Short‐Term Bond IGSB 2.10% iShares Short‐Term Equities Telecom T 6.54% AT&T Inc Worldwide Bond World Bond TPINX 4.63% Templeton Global Penn Wealth RePoRt investment intelligence iNvestmeNt intelligenCe 20 PeNN Wealth RepoRt volume 6 issue 04 04 Nov 2018 Copyright 2018. All Rights Reserved.

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