ACEAEX Advisors Core Equity Strategy Portfolio
The trust seeks to provide above average total return primarily through capital appreciation.
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.
|Sponsor||Advisors Asset Management|
|Asset Class||Domestic Equity|
|Investment Strategy/Goal||Capital Appreciation|
|Investment Type/Style||Large Cap Blend|
Cumulative returns of each unit investment trust series are based on distributions received in cash and recognized on the ex-dividend date and paid out on the payable date during the life of the unit investment trust. Returns are calculated excluding the Transactional Sales Charge for each unit investment trust series but does reflect the Creation & Development Fee and trust operating expenses as incurred for each unit investment trust series. The returns do not adjust for taxes. If adjusted or taxes, the effects of taxation would reduce the performance depicted.
Past performance is no indicator of future results. Investment return and principal value will fluctuate with changes in market conditions. An investment in units of a unit investment trust when redeemed may be worth more or less than the original investment.
Unit Investment Trust ("UIT") Investment Risks
There is no assurance that a unit investment trust will achieve its investment objective.
Unit investment trusts are unmanaged. You can lose money investing in unit investment trusts. When sold, units may be worth more or less than the original amount invested. Depending upon the specific product offering, investment risks include, but are not limited to, interest rate risk, credit risk, call risk and liquidity risk.
Product(s) discussed herein are not FDIC insured, may lose value, and are not bank guaranteed. You should not purchase an investment product or make an investment recommendation until you have read the specific offering documentation and understand the specific investment terms, features, risks, fees, charges and expenses of such investment.