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Patriot Premium Dividend Fund II (PDT)

Daily Price as of 9/1/10

11.92 0.12 1.02
 
MKT Change ($) Change (%)
11.39 0.07 0.62

Management Team

No Photo Available
Gregory Phelps

Joined subadviser in 2005
Joined adviser in 1995
Began business career in 1981

No Photo Available
Mark Maloney

Joined subadviser in 2005
Joined adviser in 1982
Began business career in 1976

View Commentary

Top Issuers (%)

as of 7/31/10
Bank of America Corp. 6.51
JPMorgan Chase & Company 4.65
NSTAR Electric Company 3.34
Alabama Power Company 3.25
Nexen, Inc. 3.20
MetLife, Inc. 3.04
Southern California Edison Company 3.02
Duquesne Light Company 2.94
Wells Fargo & Company 2.92
CH Energy Group, Inc. 2.91
The Fund’s holdings are subject to change at any time. Characteristics are expressed as a percentage of net assets.

All Funds (with the exception of the Money Market Fund) exclude cash and cash equivalent securities from Top holdings and Top issuers.

Goal and Strategy

The Fund seeks to provide a high level of current income consistent with modest growth of capital for holders of its common shares. The Fund invests in a diversified portfolio of dividend-paying preferred stocks and common equity securities. Under normal circumstances, the Fund invests at least 80% of its net assets in dividend-paying securities and invests more than 25% of total assets in the utilities industry.  Preferred stocks and debt obligations in which the Fund invests are rated investment grade by Moody’s or Standard & Poor’s at the time of investment, or will be preferred stock of issuers of investment-grade senior debt.

Average Annual Total Returns

Monthly Performance (%) as of 7/31/10
QTD YTD 1YR 3YR 5YR 10YR
(not annualized)
MKT 7.75 15.44 38.76 10.01 5.29 9.40
Quarterly Performance (%) as of 6/30/10
QTD YTD 1YR 3YR 5YR 10YR
(not annualized)
MKT -1.81 7.14 40.45 6.44 4.08 8.73

Cumulative Returns

Monthly Performance (%) as of 7/31/10
QTD YTD 1YR 3YR 5YR 10YR
MKT 7.75 15.44 38.76 33.13 29.41 145.67

The performance data shown represents past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. See performance data current to the most recent month-end, which may be higher or lower than that cited.

Performance figures assume that all distributions are reinvested.

What You Should Know

Closed-end fund shares are not redeemable, but instead are traded in the secondary market on an exchange such as the New York Stock Exchange or the NASDAQ. They frequently trade at a discount to net asset value. Specialized funds may carry additional risks.

Getting Started

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