Capital Strength Portfolio

Objective

The Trust seeks above-average capital appreciation.

Strategy Description

The Trust consists of a portfolio of common stocks.

The goal with the Trust is to choose well-capitalized companies with strong market positions. One important advantage that well-capitalized companies enjoy over others is that they have the potential to provide their stockholders with a greater degree of stability and performance over time.

Through the selection process, the Sponsor seeks to find companies with the following qualities:

• Well-capitalized with strong balance sheets;

• Skilled management;

• High liquidity;

• Ability to generate earnings growth; and

• Record of financial strength and profit growth.

Sponsor

Series

Series 48

Asset Class

Investment Strategy/Goal

Investment Type/Style