FKUSZX Capital Strength Portfolio

Objective

The Trust seeks above-average capital appreciation.

Strategy Description

The Trust consists of a portfolio of common stocks.

The goal with the Trust is to choose well-capitalized companies with strong market positions. Through the selection process, the Sponsor seeks to find the stocks that the Sponsor believes have the best prospects for above average capital appreciation and companies with the following qualities:

• Well-capitalized with strong balance sheets;

• Skilled management;

• High liquidity;

• Ability to generate earnings growth; and

• Record of financial strength and profit growth.

Summary Data

Label Value
Symbol FKUSZX
Status
Sponsor
Series Series 50
Asset Class
Investment Strategy/Goal
Investment Type/Style