Closed-End Strategy: Value Equity and Income Portfolio

Objective

The Portfolio seeks to provide current income and the potential for capital appreciation.

Strategy Description

The Portfolio seeks to achieve its objective by investing in a portfolio consisting of common stock of closed-end investment companies (known as "closed-end funds"). These closed-end funds generally focus on total return securities, sectors or strategies, such as convertible securities, covered call option strategies, energy, equity dividend securities, high-yield strategies, preferred securities, real estate investment trusts (REITs), senior loans, master limited partnerships (MLPs), tax-advantaged dividend securities and other total return strategies.

Sponsor

Series

2019-3

Asset Class

Investment Strategy/Goal

Investment Type/Style