 | | Style Box Details |
| | | Average Eff Duration | 2.92 Yrs
| | Average Eff Maturity | 3.26 Yrs
| | Average Credit Quality | Below B | | | |
 | | Investment Style History (as of 12-31) |
| | |
| | | | | | % of Net Assets |  | Cash | 0.0 |  | Stocks | 0.0 |  | Bonds | 100.0 |  | Other | 0.0 |  |  | | Foreign Stocks | 0.0 |
|  |  | |
| Bond Quality (% of Bonds) | |
| | | AAA | 0.8 | | BB | 2.9 | | AA | 13.2 | | B | 0.0 | | A | 57.8 | | Below B | 0.0 | | BBB | 25.3 | | Not Rated | 0.0 |
| | | Total Number of Bond Holdings | 251 | | Annual Turnover % | 5 | | Total Number of Stock Holdings | 0 | | % Assets in Top 10 Holdings | 12.24 | |
 |  |  |  |  |  | | Top 25 Holdings | Maturity Date | Amount $000 | Value $000 | % Net Assets | | | Jpmorgan Chase 3.15% | 2016-07-05 | 3,750 | 3,940 | 1.62 | | Goldman Sachs Grp 3.625% | 2016-02-07 | 3,400 | 3,583 | 1.47 | | Bk Amer Fdg 6.5% | 2016-08-01 | 2,970 | 3,378 | 1.39 | | Cisco Sys 5.5% | 2016-02-22 | 2,585 | 2,907 | 1.20 | | Jpmorgan Chase 3.45% | 2016-03-01 | 2,575 | 2,717 | 1.12 | |  | | Goldman Sachs Grp 5.35% | 2016-01-15 | 2,408 | 2,639 | 1.09 | | Hm Depot 5.4% | 2016-03-01 | 2,346 | 2,633 | 1.08 | | Bk Amer 3.75% | 2016-07-12 | 2,300 | 2,436 | 1.00 | | Morgan Stanley 3.8% | 2016-04-29 | 2,300 | 2,411 | 0.99 | | Toronto Dominion Bk 2.375% | 2016-10-19 | 2,200 | 2,298 | 0.95 | |  | | Wells Fargo & Co New 5.2% | 2016-06-15 | 2,100 | 2,255 | 0.93 | | Bnp Paribas / Bnp Paribas Us 3.6% | 2016-02-23 | 2,000 | 2,111 | 0.87 | | Oracle Corp / Ozark Hldg 5.25% | 2016-01-15 | 1,835 | 2,044 | 0.84 | | Sallie Mae 6.25% | 2016-01-25 | 1,900 | 2,040 | 0.84 | | Anadarko Pete 5.95% | 2016-09-15 | 1,762 | 2,001 | 0.82 | |  | | Amer Express Cr Corp Mtnbe 2.8% | 2016-09-19 | 1,900 | 1,995 | 0.82 | | Intl Busn Machs 1.95% | 2016-07-22 | 1,900 | 1,964 | 0.81 | | Citigroup 3.953% | 2016-06-15 | 1,800 | 1,929 | 0.79 | | Barclays Bk 5% | 2016-09-22 | 1,708 | 1,901 | 0.78 | | At&T 2.95% | 2016-05-15 | 1,800 | 1,894 | 0.78 | |  | | Hsbc Fin 5.5% | 2016-01-19 | 1,703 | 1,886 | 0.78 | | Merrill Lynch & Co 6.05% | 2016-05-16 | 1,708 | 1,879 | 0.77 | | Express Scripts 3.125% | 2016-05-15 | 1,650 | 1,740 | 0.72 | | Metlife 6.75% | 2016-06-01 | 1,463 | 1,695 | 0.70 | | Deutsche Bk Ag Glbl Mtn Bk En 3.25% | 2016-01-11 | 1,600 | 1,684 | 0.69 |
 |  | | Data as of 06-17-13 |
|