Penn Wealth Publishing

2021.03.21 Penn Wealth Report Vol 9 Issue 02

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Penn Strategic Income Portfolio Asset Class Classification Sym Yield Name Equities Telecom Services T 6.99% AT&T Inc Equities Oil & Gas Midstream ENB 6.79% Enbridge Inc Equities Telecom Services BCE 5.72% BCE Inc Income Emerging Markets Bond PYEMX 4.82% Payden Emerging Income Bank Loan SRLN 4.77% SPDR Blackstone Equities REIT - Residential ACC 4.47% American Campus Equities Banks - Diversified BNS 4.26% Bank of Nova Scotia Equities REIT - Office OFC 4.04% Corporate Office Taxable Bond Emerging Markets Bond EMB 4.01% iShares JP Morgan Income Multisector Bond NFLT 3.64% Virtus Newfleet Real Estate REIT - Residential AVB 3.48% AvalonBay Communities Multisector Bond Multisector Bond HSNIX 3.01% Hartford Strategic Growth and Income Intermediate Core-Plus Bond TOTL 2.86% SPDR® DoubleLine Taxable Bond Corporate Bond LQD 2.74% iShares iBoxx $ Invmt Income Intermediate Core-Plus Bond BOND 2.64% PIMCO Active Bond Allocation Convertibles CWB 2.29% SPDR® Blmbg Barclays Worldwide Bond World Bond DODLX 2.26% Dodge & Cox Global Growth and Income Short-Term Bond IGSB 2.25% iShares 1-5 Year Income Intermediate Core Bond BND 2.21% Vanguard Total 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 1.82% TCW Core Fixed Government Bond - Treasury Long Government TLT 1.66% iShares 20+ Year Taxable Bond Ultrashort Bond JPST 1.22% JPMorgan Ultra-Short Government Bond - Treasury Inflation-Protected Bond TIP 1.19% iShares TIPS Bond Government Bond - Treasury Intermediate Government GOVT 1.19% iShares US Treasury Taxable Bond Short Government AGZ 1.06% iShares Agency Penn Wealth Report investment intelligence Copyright 2021. All Rights Reserved. 24 penn wealth Report voluMe 9 issue 02 21 Mar 2021 investMent intelligence Penn Strategies

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