Balanced Income Equity and ETF Portfolio


The Trust seeks current monthly income and capital appreciation.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in dividend-paying common stocks and ETFs.

The Trust is a unit investment trust which offers investors a potentially lower-risk alternative to investing solely in stocks. To accomplish this, the portfolio invests approximately 50% in common stocks of dividend paying companies and approximately 50% in ETFs which invest primarily in fixed-income securities which include corporate and government bonds. Because stocks and bonds may react differently to changes in the economy and interest rates, diversifying assets in this manner has the potential to reduce the overall volatility of the portfolio.



Series 36

Asset Class

Investment Strategy/Goal

Investment Type/Style