FRDBCX 40/60 Strategic Allocation Portfolio
The Trust seeks above-average total return.
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.
|Series||2nd Quarter 2019B|
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.