BALBUX Balanced Portfolio
The trust seeks to provide high current income with capital appreciation as a secondary objective.
The trust invests in a diversified portfolio consisting of two equally-weighted components:
• High 50® Dividend Strategy—a specialized dividend-oriented strategy that seeks to provide above average total return.
• Tactical Income Closed-End Strategy—common stocks of closed-end investment companies (“closed-end funds”) seeking high current income with capital appreciation potential.