60/40 Asset Allocation Portfolio


The trust seeks to provide above average total return primarily through price appreciation.

Strategy Description

The trust seeks to achieve its objective by investing in a portfolio of equity securities of operating companies and exchange-traded funds (“ETFs” or “funds”). As of the trust’s inception, the portfolio invests approximately 60% of its assets in the equity securities portion of the portfolio and approximately 40% of its assets in ETFs with policies to invest primarily in fixed-income or other income-oriented securities.



Series 2018-4Q

Asset Class

Investment Strategy/Goal

Investment Type/Style