BDCAHX Business Development Company Opportunities Portfolio

Objective

The trust seeks to provide high current income with capital appreciation as a secondary objective.

Strategy Description

The trust seeks to provide high current income with capital appreciation potential by investing in a portfolio primarily consisting of common stock of closed-end investment companies (known as “closedend funds” and referred to herein as the “funds”) that have elected to be treated as business development companies under the Investment Company Act of 1940 (referred to herein as the “BDCs”).

Summary Data

Label Value
Symbol BDCAHX
Status
Sponsor
Series Series 2019-3
Asset Class
Investment Strategy/Goal
Investment Type/Style