FONGBX 40/60 Strategic Allocation Portfolio

Objective

The Trust seeks above-average total return. The Sponsor cannot guarantee that the Trust will achieve its objective or that the Trust will make money once expenses are deducted.

Strategy Description

When you invest in the Trust you are purchasing a quality portfolio of attractive common stocks and fixed-income ETFs in one convenient purchase.

The Sponsor believes there are three hallmarks to a successful long-term investment plan—asset allocation, diversification, and rebalancing. The Trust is a unit investment trust that has been developed to address these needs. It invests in a fixed portfolio of common stocks and ETFs which are selected by applying a disciplined investment process. It provides investors with asset allocation, diversification, and an annual rebalancing opportunity through a single investment.

Summary Data

Label Value
Symbol FONGBX
Status
Sponsor
Series 1st Quarter 2020
Asset Class
Investment Strategy/Goal
Investment Type/Style