HBSADX Human Behavior Strategy Portfolio
The trust seeks to provide above average total return. There is no assurance the trust will achieve its objective.
The trust seeks to achieve its objective by investing in a portfolio of stocks of companies selected by Pence Capital Management, LLC (the “Portfolio Consultant”) that derive a substantial portion of their revenues from sales directly to U.S. consumers selected using an investment strategy based on human behavior. The Portfolio Consultant believes that people seek to fulfill the same human needs regardless of their income level. The Portfolio Consultant believes that this is evident by looking at the level of U.S. spending in the personal consumption expenditure (“PCE”) categories. The strategy seeks to identify a portfolio of companies that fulfill the different levels of human need in different income categories.
|Sponsor||Advisors Asset Management|
|Asset Class||Domestic Equity|
|Investment Type/Style||Equity - Growth & Income|
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.