Diversified Dividend & Income Portfolio

Objective

The trust seeks to provide dividend income potential coupled with the potential for long-term capital appreciation.

Strategy Description

The trust consists of a diversified portfolio of dividend-paying equity securities. The sponsor believes that dividends are often a good indicator of a corporation’s current financial condition and, furthermore, may signal management’s belief in a profitable future for the corporation. Investors seeking to return to the often volatile equity markets may consider the income available from a group of dividend-paying securities as a logical first step toward reentry into such markets.

Sponsor

Series

Series 29

Asset Class

Investment Strategy/Goal

Investment Type/Style