FIYJIX Dow® Target Dividend Portfolio


The Trust seeks above-average total return. The Sponsor cannot guarantee that the Trust will achieve its objective or that the Trust will make money once expenses are deducted.

Strategy Description

To achieve this objective, the Trust will invest in the common stocks of companies which are selected by applying a unique specialized strategy. Under normal circumstances, the Dow® Target Dividend Portfolio will invest at least 80% of their assets in dividend-paying securities.

The Dow® Target Dividend Strategy selects a portfolio of the 20 stocks from the Dow Jones U.S. Select Dividend Index with the best overall ranking on both the change in return on assets over the last 12 months and price-to-book as a means to seek to achieve its investment objective.

Summary Data

Label Value
Series 1st Quarter 2020
Asset Class
Investment Strategy/Goal
Investment Type/Style