The Trust seeks above-average total return through a combination of capital appreciation and dividend income.
Under normal circumstances, the Trust will invest at least 80% of its assets in dividend-paying securities.
Sabrient Systems, LLC (“Sabrient”) is an independent equity research firm that builds powerful investment strategies by using a fundamentals-based, quantitative approach. The strategies are used to create rankings and ratings on more than 7,000 stocks, indices, sectors, and ETFs. Their models are designed to identify those companies that are anticipated to outperform or underperform the market.
The Trust is a unit investment trust that seeks to find companies with above-average dividend yields. The Securities in the portfolio are selected by applying a seven-step investment strategy process developed by Sabrient.