Penn Wealth Publishing

2021.01.10 Penn Wealth Report Vol 9 Issue 01

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Penn Strategic Income Portfolio Asset Class Classification Sym Yield Name Equities Oil & Gas Midstream ENB 7.56% Enbridge Inc Equities Telecom Services T 7.23% AT&T Inc Equities Telecom Services BCE 5.82% BCE Inc Equities Banks - Diversified BNS 4.93% Bank of Nova Scotia Income Bank Loan SRLN 4.93% SPDR® Blackstone Income Emerging Markets Bond PYEMX 4.66% Payden Emerging Equities REIT - Residential ACC 4.40% American Campus Equities REIT - Office OFC 4.22% Corporate Office Real Estate REIT - Residential AVB 3.96% AvalonBay Communities Taxable Bond Emerging Markets Bond EMB 3.88% iShares JP Morgan Income Multisector Bond NFLT 3.63% Virtus Newfleet Growth and Income Intermediate Core-Plus Bond TOTL 2.91% SPDR® DoubleLine Taxable Bond Corporate Bond LQD 2.66% iShares iBoxx $ Income Intermediate Core-Plus Bond BOND 2.66% PIMCO Active Bond Growth and Income Short-Term Bond IGSB 2.36% iShares Short-Term Allocation Convertibles CWB 2.34% SPDR® Blmbg Barclays Income Intermediate Core Bond BND 2.22% Vanguard Total Worldwide Bond World Bond DODLX 2.21% Dodge & Cox Global Growth and Income Intermediate Core-Plus Bond FIXD 1.99% First Trust TCWOpportunistic Income Intermediate Core Bond BAGSX 1.95% Baird Aggregate Multisector Bond Intermediate Core Bond TGCFX 1.91% TCW Core Fixed Government Bond - Treasury Long Government TLT 1.50% iShares 20+ Year Taxable Bond Ultrashort Bond JPST 1.43% JPMorgan Ultra-Short Government Bond - Treasury Intermediate Government GOVT 1.28% iShares US Treasury Taxable Bond Short Government AGZ 1.24% iShares Agency Government Bond - Treasury Inflation-Protected Bond TIP 1.17% iShares TIPS Bond Penn Wealth Report investment intelligence Copyright 2021. All Rights Reserved. 26 penn wealth Report volume 9 issue 01 10 Jan 2021 investment intelligence Penn Strategies

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