SMid High Dividend Portfolio

Objective

The Trust seeks above-average total return through a combination of capital appreciation and dividend income.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in dividend-paying securities of small and/or mid capitalization companies.

The objective with the Trust is to find small and mid-size companies with above-average dividend yields. Because smaller companies are often less reliant on the capital markets for credit, they can be more nimble and better able to adjust in periods of economic change than larger companies.

Investing in dividend-paying stocks is a time-tested strategy for investors seeking income. History shows that, over the long-term, dividends provide a key component of total return. As interest rates remain at low levels, investors are turning their attention to dividend-paying stocks.

Sponsor

Series

Series 35

Asset Class

Investment Strategy/Goal

Investment Type/Style