FCMZLX 60/40 Strategic Allocation Portfolio


The Trust seeks above-average total return.

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. The Trust invests in a fixed portfolio of common stocks and ETFs which are selected by applying a disciplined investment process. Each Trust provides investors with asset allocation, diversification, and an annual rebalancing opportunity through a single investment.

Summary Data

Label Value
Series 1st Quarter 2019
Asset Class
Investment Strategy/Goal
Investment Type/Style