FYOAEX Dividend Edge Portfolio

Objective

The Trust seeks above-average total return through a combination of capital appreciation and dividend income. There can be no guarantee that the objective of the Trust will be achieved.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in dividend paying securities.

The Trust seeks to include high quality dividend-paying companies that each currently have an indicated stock dividend yield that is greater than the company’s highest yielding senior unsecured debt with issuance of at least $250 million, a maturity between 5-10 years, and a S&P credit rating of BBB+ or higher.

Summary Data

Label Value
Symbol FYOAEX
Status
Sponsor
Series Series 14
Asset Class
Investment Strategy/Goal
Investment Type/Style