BDC Scorecard Portfolio


The trust seeks to provide high current income with capital appreciation as a secondary objective.

Strategy Description

Under normal circumstances, the trust invests at least 80% of the value of its assets in U.S.-listed business development companies (“BDCs”) included in the Wells Fargo® BDC Scorecard Weighted Index (the “Index”). The trust seeks to substantially replicate the Index as of the date of deposit.



Series 15

Asset Class

Investment Strategy/Goal

Investment Type/Style