ACEACX Advisors Core Equity Strategy Portfolio


The trust seeks to provide above average total return primarily through capital appreciation.

Strategy Description

The trust seeks to provide above average total return, primarily through capital appreciation, by investing in a portfolio of stocks of companies that the Sponsor believes can take advantage of the current economic landscape. The securities were selected by analyzing factors including market capitalization, economic sectors, revenues, revenue growth, earnings, earnings growth, balance sheet strength and valuation. In selecting stocks for the portfolio, the Sponsor sought to include both growth and value stocks and provide diversification across market capitalizations and multiple industry sectors. The trust may be appropriate as a core position in the equity allocation portion of an investor's overall portfolio.

Summary Data

Label Value
Series Series 2019-2Q
Asset Class
Investment Strategy/Goal
Investment Type/Style