alkermes fell 11%. eli lilly was a tad stronger. finally, zagg-- the company makes protective coverings, such as those that fit around iphones and ipads. this is the past 30 sessions. zagg dropped yesterday over worries its covers wouldn't fit with the new ipad cover. today, it said some of its products will and shares recovered 20%. and that's tonight's "market focus." >> tom: investors looking for a stream of cash for their portfolio have had to go from lenders to owners, holding bondses to buying stocks of companies that pay dividends. that has been the case for one of the oldest and biggest income mutual funds. ed perks is the lead portfolio manager of the franklin income fund, $60 billion in assets and it's nice to see you. welcome to nightly business report. >> thanks for having me. >> tom: so a year ago b two-thirds of your fund was in bonds, a third in stocks. that's whanged now to about half-and-half. why the change? >> you know, it was really in part a function of the environment we were in. coming out of the financial cri