Penn Wealth Publishing

2018.03.25 Penn Wealth Report Vol 6 Issue 01

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Penn Strategic Income Portfolio Asset Class Classification Sym Yield Name Allocation Convertibles CWB 3.80% SPDR® Blmbg Taxable Bond Corporate Bond LQD 3.16% iShares iBoxx Worldwide Bond Emerging Markets Bond PCY 4.95% PowerShares Alternatives Financials BX 7.33% Blackstone Group Corporate Bond ‐ High Yield High Yield Bond HYT 8.08% BlackRock Corp Government Bond ‐ Treasury Intermediate Government GOVT 1.49% iShares US Treasury Income Intermediate‐Term Bond BOND 3.21% PIMCO Active Growth and Income Intermediate‐Term Bond TOTL 2.96% SPDR® DoubleLine Multisector Bond Multisector Bond GBOSX 4.78% JP Morgan Global Income Multisector Bond NFLT 4.28% Virtus Newfleet Corporate Bond ‐ High Yield Nontraditional Bond HYIH 5.48% Xtrackers Hi Corporate Bond ‐ High Yield Nontraditional Bond HYZD 5.03% WisdomTree Corporate Bond ‐ General Nontraditional Bond IGIH 3.21% Xtrackers Inv Growth and Income Preferred Stock PFF 6.09% iShares US Preferred Specialty ‐ Real Estate REIT KIM 5.74% Kimco Realty Specialty ‐ Real Estate REIT ADC 3.98% Agree Realty Specialty ‐ Real Estate REIT O 4.46% Realty Income Specialty ‐ Real Estate REIT VNQ 4.64% Vanguard REIT Growth and Income Short‐Term Bond CSJ 1.61% iShares 1‐3 Equities Telecom T 5.63% AT&T Worldwide Bond World Bond TPINX 2.68% Templeton Global Penn Wealth RePoRt Copyright 2018. All Rights Reserved. investment intelligence 20 Penn Wealth rePort voluMe 6 issue 01 25 Mar 2018 investMent intelligenCe

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