| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.4 | 1.21 | 4.19 |
| Stocks | 0.92 | 0.0 | 0.92 |
| Bonds | 65.78 | 0.01 | 65.77 |
| Other | 2.99 | 0.08 | 2.92 |
| Foreign Bonds | 18.1 | 0.38 | 17.72 |
| Foreign Stocks | 0.19 | 0.0 | 0.19 |
| Convertible | 7.11 | 0.0 | 7.11 |
| Preferred | 1.19 | 0.0 | 1.19 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Ivy High Income I | 7.94 |
| Federated Instl High Yield Bond Instl | 4.76 |
| PIMCO High Yield Instl | 3.93 |
| DWS High Income Instl | 3.9 |
| TIAA-CREF High-Yield Inst | 3.82 |
| SEI Instl Mgd High-Yield Bond A | 3.45 |
| MF Fidelity Capital & Income Fund | 3.37 |
| USAA High Income | 3.12 |
| Federated High-Income Bond A | 2.94 |
| Prudential High-Yield Z | 2.64 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | IFUNX |
|---|---|
| AAA | 2.93 |
| AA | 0.34 |
| A | 0.85 |
| BBB | 4.31 |
| BB | 28.62 |
| B | 43.4 |
| Below B | 14.31 |
| Other | 5.23 |
