HCOAVX Health Care 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 the health care sector. Eugene E. Peroni, Jr. of Peroni Portfolio Advisors, Inc. (the “Portfolio Consultant”) selected the trust’s portfolio through the application of his proprietary method of technical analysis, the Peroni Method®, and consideration of investment opportunities under the health

care theme. In an effort to reduce risks associated with volatile foreign economies, securities markets and currencies, Mr. Peroni focused on U.S.-based companies, including companies with multinational business exposure, but also considered U.S.-traded stocks of foreign companies for inclusion in the portfolio. Companies within the health care sector include companies involved in biotechnology, medical devices technology, pharmaceuticals, surgical supplies and testing activities.

Summary Data

Label Value
Symbol HCOAVX
Status
Sponsor
Series Series 2019-4
Asset Class
Investment Strategy/Goal
Investment Type/Style