U.S. Revenue Portfolio


The Trust seeks above-average capital appreciation.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in U.S. companies.

By including companies that derive over 90% of their revenue domestically, the portfolio seeks to provide exposure to the U.S. economy, while avoiding companies that could be adversely affected by a strong dollar and slower global growth.



Series 15

Asset Class

Investment Strategy/Goal

Investment Type/Style