HFQACX Strategic High 50®/Q-50 Dividend and Growth Portfolio


The trust seeks to provide above average income and potential for growth. There is no assurance the trust will achieve its objective.

Strategy Description

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.

• NASDAQ Q-50 Index Strategy—a strategy that selects the largest eligible class of securities by market capitalization of each company included in the NASDAQ Q-50 Index. The NASDAQ Q-50 Index is designed to track the performance of securities of companies that are next eligible for inclusion in the NASDAQ-100 Index®.

Summary Data

Label Value
Series Series 2020-1Q
Asset Class
Investment Strategy/Goal
Investment Type/Style