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 crisis, the opportunity in credit and corporate bonds in particular was very attractive. not only to help us continue to pay an attractive income distribution to our investors but also tremendous opportunity for total retur