Dow® Target 10 Portfolio

Objective

The Trust seeks above-average total return.

Strategy Description

When you invest in the Trust you are purchasing a quality portfolio of attractive common stocks in one convenient purchase. To achieve this objective, the Trust will invest in the common stocks of companies which are selected by applying a unique specialized strategy.

The Dow® Target 10 Strategy.

The Dow® Target 10 Strategy, referred to as the “Dogs of the Dow,” invests in stocks with high dividend yields. By selecting stocks with the highest dividend yields, the Trust seeks to uncover stocks that may be out of favor or undervalued. Investing in stocks with high dividend yields may be effective in achieving the investment objective of the Trust, because regular dividends are common for established companies, and dividends have historically accounted for a large portion of the total return on stocks.

Sponsor

Series

March 2019

Asset Class

Investment Strategy/Goal

Investment Type/Style