FGSMSX Balanced Income Equity and ETF Portfolio


The Trust seeks current monthly income and capital appreciation. There can be no guarantee that the objectives of the Trust will be achieved.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in dividend-paying common stocks and ETFs.

The Trust is a unit investment trust which offers investors a potentially lower-risk alternative to investing solely in stocks. To accomplish this, the portfolio invests approximately 50% in common stocks of dividend paying companies and approximately 50% in ETFs which invest primarily in fixed-income securities which include corporate and government bonds. Because stocks and bonds may react differently to changes in the economy and interest rates, diversifying assets in this manner has the potential to reduce the overall volatility of the portfolio.

Summary Data

Label Value
Series Series 41
Asset Class
Investment Strategy/Goal
Investment Type/Style