FOPAPX Financial Opportunities Portfolio

Objective

The trust seeks to provide capital appreciation.

Strategy Description

The trust seeks to provide capital appreciation by investing in a diversified portfolio of common stocks of companies involved in aspects of the financial industry including, among other things, banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, and real estate.

Summary Data

Label Value
Symbol FOPAPX
Status
Sponsor
Series Series 2020-1
Asset Class
Investment Strategy/Goal
Investment Type/Style