NQFNYX NASDAQ Q-50 Index Portfolio


The trust seeks to provide capital appreciation. There is no assurance the trust will achieve its objective.

Strategy Description

The trust seeks to provide capital appreciation by investing in stocks included in the NASDAQ Q-50 Index (the “Index”).

The Index is a market capitalization-weighted index designed to track the performance of securities of companies that are next-eligible for inclusion in the NASDAQ-100 Index®. The Index is comprised of the eligible securities of companies (the “Index Securities”) ranked by market capitalization and reflects companies across major industry groups including computer hardware and software, telecommunications, retail/wholesale trade, and biotechnology. It does not contain securities of financial companies, including banking and investment companies, as these are ineligible for NASDAQ-100 Index® inclusion.

Summary Data

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