Iron Strategic Income Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 1 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
---
TheStreet.com
D (Sell)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 9.71 0.97 8.74
Stocks 1.08 0.0 1.08
Bonds 60.01 0.01 60.0
Other 2.58 1.42 1.16
Foreign Bonds 19.65 0.36 19.28
Foreign Stocks 0.26 0.0 0.26
Convertible 8.36 0.0 8.36
Preferred 1.11 0.0 1.11

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

% Net Assets
Ivy High Income I 7.8
Prudential High-Yield Z 5.25
Federated Instl High Yield Bond Instl 4.57
USAA High Income 4.19
Lord Abbett High Yield I 4.14
T. Rowe Price High-Yield 4.05
BlackRock High Yield Bond BlackRock 3.93
Principal High Yield Inst 3.76
DWS High Income Instl 3.75
TIAA-CREF High-Yield Inst 3.66

Bond Ratings (%)

Updated 05.31.2014

Sector IFUNX
AAA 24.7
AA 0.16
A 0.6
BBB 3.95
BB 20.7
B 29.24
Below B 13.19
Other 7.46