The Trust seeks above-average total return.
When you invest in the Trust you are purchasing a quality portfolio of attractive common stocks and fixed-income ETFs in one convenient purchase.
The Sponsor believes there are three hallmarks to a successful long-term investment plan—asset allocation, diversification, and rebalancing. The Trust is a unit investment trust that has been developed to address these needs. The Trust invests in a fixed portfolio of common stocks and ETFs which are selected by applying a disciplined investment process. The Trust provides investors with asset allocation, diversification, and an annual rebalancing opportunity through a single investment.