| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
1
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.81 | 5.81 |
| Stocks | 0.66 | 0.66 |
| Bonds | 80.62 | 80.62 |
| Other | 0.51 | 0.51 |
| Foreign Bonds | 10.55 | 10.55 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 1.84 | 1.84 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Heinz H J Fin 6.75% | 2.89 |
| Pulte Grp 7.875% | 2.75 |
| Spirit Aerosystems 6.75% | 2.25 |
| Samson Invt 144A 9.75% | 2.24 |
| Bk Of Amer Corporation FRN | 2.2 |
| Peabody Engy 7.875% | 2.08 |
| Sba Telecom 144A 5.75% | 2.03 |
| Davita Healthcare Partners 5.75% | 2.02 |
| U S G 144A 8.375% | 1.97 |
| Calpine 144A 7.875% | 1.95 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | PIHBX |
|---|---|
| AAA | 0.0 |
| AA | 0.0 |
| A | 0.0 |
| BBB | 13.7 |
| BB | 42.6 |
| B | 38.7 |
| Below B | 0.0 |
| Other | 5.0 |
