Research Reports

Our best-in-class research reports serve as easy-to-use resources for financial professionals and investors looking to evaluate UITs quickly and efficiently.

Our reports also provide detailed information on investment objectives, security selection strategy, weightings, historical performance, risk metrics, pricing, expenses, and sponsor information.

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Dividend & Income Select Closed-End Portfolio
May 4, 2018
First Trust Portfolios
Fund of Funds - CEFs
Income & Capital Appreciation
Municipal Advantage Closed-End and ETF Portfolio
May 3, 2018
First Trust Portfolios
Multi-Asset Allocation
Income - Interest
Closed-End Strategy: Discount Opportunity Portfolio
May 2, 2018
Invesco Capital Markets
Fund of Funds - CEFs
Income & Capital Appreciation
National Municipal Portfolio of CEFs
May 2, 2018
Guggenheim Funds Distributors
Fund of Funds - CEFs
Income - Interest
International Dividend Sustainability Portfolio
May 1, 2018
Invesco Capital Markets
Foreign Equity
Capital Appreciation
US Low Volatility Strategy Portfolio
May 1, 2018
Guggenheim Funds Distributors
Domestic Equity
Low Volatility
Dividend Sustainability Portfolio
May 1, 2018
Invesco Capital Markets
Domestic Equity
Capital Appreciation
Sabrient Dividend Portfolio
April 27, 2018
First Trust Portfolios
Domestic Equity
Income & Capital Appreciation
American Infrastructure Growth Portfolio
April 27, 2018
Invesco Capital Markets
Domestic Equity
Capital Appreciation
US 50 Dividend Strategy Portfolio
April 25, 2018
Guggenheim Funds Distributors
Domestic Equity
Income - Dividend
Buyback Leaders Portfolio
April 24, 2018
Invesco Capital Markets
Domestic Equity
Capital Appreciation
Guggenheim Balanced Income Builder Portfolio
April 20, 2018
Guggenheim Funds Distributors
Multi-Asset Allocation
Income & Capital Appreciation
Angels Portfolio
April 19, 2018
Advisors Asset Management
Domestic Equity
Capital Appreciation
Brand Favorites Focus Portfolio
April 19, 2018
Advisors Asset Management
Domestic Equity
Capital Appreciation
Global Technology Portfolio
April 19, 2018
Advisors Asset Management
Global Equity
Capital Appreciation
NASDAQ Q-50 Index Portfolio
April 19, 2018
Advisors Asset Management
Domestic Equity
Capital Appreciation
Strategic High 50®/Q-50 Dividend and Growth Portfolio
April 19, 2018
Advisors Asset Management
Domestic Equity
Income & Capital Appreciation
Global Dividend Strategy Portfolio
April 19, 2018
Advisors Asset Management
Global Equity
Income - Dividend
Income Dividend Equity Allocation (IDEA) Portfolio
April 18, 2018
First Trust Portfolios
Domestic Equity
Income & Capital Appreciation
Guggenheim US High Dividend Strategy Portfolio
April 18, 2018
Guggenheim Funds Distributors
Domestic Equity
Income - Dividend