Penn Wealth Publishing

2019.01.13 Penn Wealth Report Vol 7 Issue 01

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Page 21 of 31

Penn Strategic Income Portfolio Asset Class Classification Sym Yield Name Allocation Balanced Open End BALFX 2.01% American Funds Income Bank Loan SRLN 4.85% SPDR® Blackstone Allocation Convertibles CWB 5.91% SPDR® Blmbg Barclays Taxable Bond Corporate Bond LQD 3.64% iShares iBoxx $ Worldwide Bond Emerging Markets Bond PCY 4.86% Invesco Emerging Corporate Bond ‐ High Yield High Yield Bond HYT 8.69% BlackRock Corp Government Bond ‐ Treasury Intermediate Government GOVT 1.96% iShares US Treasury Income Intermediate‐Term Bond BOND 3.46% PIMCO Active Bond Growth and Income Intermediate‐Term Bond TOTL 3.40% SPDR® DoubleLine Income Multisector Bond NFLT 4.77% Virtus Newfleet Corporate Bond ‐ High Yield Nontraditional Bond HYZD 5.31% WisdomTree Interest Corporate Bond ‐ General Nontraditional Bond IGIH 4.76% Xtrackers Inv Grd Growth and Income Preferred Stock PFF 6.11% iShares US Preferred Equities Regulated Electric Utilities EIX 4.09% Edison International Specialty ‐ Real Estate REIT ADC 3.54% Agree Realty Corp Specialty ‐ Real Estate REIT O 4.10% Realty Income Specialty ‐ Real Estate REIT VNQ 4.54% Vanguard Real Growth and Income Short‐Term Bond IGSB 2.45% iShares Short‐Term Worldwide Bond World Bond TPINX 6.44% Templeton Global Penn Wealth Report investment intelligence investment intelligence 22 penn wealth Report volume 7 issue 01 13 Jan 2019 Copyright 2019. All Rights Reserved. Penn Strategies

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