Market Strength Allocation Opportunity Portfolio


The Trust seeks above-average capital appreciation.

Strategy Description

Determining which areas of the market provide the best investment opportunities can be a daunting task and sometimes economic climates break with tradition, making investment decisions even more arduous. These situations have historically offered opportunities for patient shareholders to increase their exposure in great companies.

The goal with the Trust is to invest in undervalued companies with strong market positions that have the following qualities:

• Strong balance sheets;

• Skilled management;

• Highly liquid;

• Ability to generate earnings growth; and

• Record of financial strength and profit growth.



Series 10

Asset Class

Investment Strategy/Goal

Investment Type/Style