ACTQWX Advisors Corporate Trust - Navellier/Dial High Income Opportunities Portfolio


The trust seeks to provide current interest income and capital preservation.

Strategy Description

The trust seeks to provide high current interest income and capital preservation by investing in a portfolio consisting primarily of interest bearing corporate debt obligations rated investment grade quality as of the trust’s inception. The portfolio was selected by Navellier & Associates, Inc. (the “Portfolio Consultant”). Dial Capital Management, LLC (“Dial”) provided assistance to the Portfolio Consultant in connection with selection of the portfolio. The Portfolio Consultant selected the bonds in the portfolio after detailed credit analysis in an effort to create a portfolio that it believes can maintain adequate cash flow and good asset liability balances.

Summary Data

Label Value
Series Series 137
Asset Class
Investment Strategy/Goal
Investment Type/Style