| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.03 | 2.03 |
| Stocks | 10.93 | 10.93 |
| Bonds | 73.56 | 73.56 |
| Other | 4.39 | 4.39 |
| Foreign Bonds | 7.79 | 7.79 |
| Foreign Stocks | 1.17 | 1.17 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.15 | 0.15 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Federated Core Tr | 3.23 |
| First Data 144A 8.75% | 0.94 |
| Us Foodservice 144A 8.5% | 0.84 |
| Federated InterContinental Instl | 0.77 |
| Hca 7.5% | 0.75 |
| Sprint Cap 6.875% | 0.72 |
| Infor Us 11.5% | 0.66 |
| Reynolds Grp Issuer 9.875% | 0.65 |
| Hca Hldgs 7.75% | 0.62 |
| Hawk Acquisition Sub 144A 4.25% | 0.6 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | FHYTX |
|---|---|
| AAA | 0.0 |
| AA | 0.0 |
| A | 0.0 |
| BBB | 2.37 |
| BB | 20.69 |
| B | 53.27 |
| Below B | 23.66 |
| Other | 0.01 |
