FMIABX Core Holdings Growth Trust


The Trust seeks capital appreciation. There can be no guarantee that the objective of the Trust will be achieved.

Strategy Description

The Wells Fargo Advisors formula for long-term growth investing begins with the process of choosing quality companies that have solid prospects for the future.

Wells Fargo Advisors believes the stocks that should form the “core” of your portfolio are those companies which are consistently profitable industry leaders. The stocks that are placed on the Wells Fargo Advisors Core Stock Investment Plan list must meet very strict criteria, including the following quantitative and qualitative criteria:

• Solid returns on invested capital;

• A prominent market share position;

• Consistent sales and earnings growth;

• A seasoned management team; and

• The ability to maintain these characteristics in the future.

Summary Data

Label Value
Status Primary
Sponsor First Trust Portfolios
Series 2020 Fall Series
Asset Class Domestic Equity
Investment Strategy/Goal Capital Appreciation
Investment Type/Style Large Cap Blend

Performance Disclosure

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.