| 1 |
Strategic Income Opportunities Fund
· JIPAX, JIPCX, JIPIX, JIPRX, JIPPX
|
62%
|
0.65% |
— |
| 2 |
Strategic Income Opportunities Trust
· JVRNX, JESNX, JESPX
diff. adviser
|
60%
|
0.71% |
John Hancock Variable Trust Advisers LLC |
| 3 |
Wilshire Income Opportunities Fund
· WIORX, WIOPX
diff. adviser
|
26%
|
0.90% |
Wilshire Advisors LLC |
| 4 |
Multi-Manager Alternative Strategies Fund
· CZAMX
|
13%
|
1.28% |
— |
| 5 |
Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated
|
7%
|
— |
— |
| 6 |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
7%
|
— |
— |
| 7 |
Bond Fund
· JHNBX, JHCBX, JHBIX, JHBSX, JHRBX, JBFRX
cheaper
|
7%
|
0.35% |
John Hancock Investment Management LLC |
| 8 |
Preferred Securities and Income SMA Shares
· PISHX
cheaper
diff. adviser
|
6%
|
0.00% |
Cohen & Steers Capital Management, Inc. |
| 9 |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
6%
|
— |
— |
| 10 |
Flaherty & Crumrine Preferred and Income Fund Incorporated
|
6%
|
— |
— |
| 11 |
Flaherty & Crumrine Total Return Fund Incorporated
|
6%
|
— |
— |
| 12 |
Flaherty & Crumrine Preferred and Income Securities Fund Incorporated
|
6%
|
— |
— |
| 13 |
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
|
6%
|
— |
— |
| 14 |
Select Bond Trust
· JAGBX, JAFZX, JHBDX
diff. adviser
|
6%
|
0.60% |
John Hancock Variable Trust Advisers LLC |
| 15 |
Nuveen Variable Rate Preferred & Income Fund
|
6%
|
— |
— |
| 16 |
Active Bond Trust
· JAHDX, JAHFX, JAHEX
diff. adviser
|
6%
|
0.65% |
John Hancock Variable Trust Advisers LLC |
| 17 |
Nuveen Preferred & Income Opportunities Fund
|
6%
|
— |
— |
| 18 |
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
|
6%
|
— |
— |
| 19 |
Cohen & Steers Preferred Securities & Income Fund, Inc.
· CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX
diff. adviser
|
6%
|
0.79% |
Cohen & Steers Capital Management, Inc. |
| 20 |
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
· VBIIX, VBILX, VBIMX, BIV, VBIUX
cheaper
diff. adviser
|
6%
|
0.02% |
The Vanguard Group, Inc. |