FWRQNX Target Dividend Double Play Portfolio

Objective

The Trust seeks above-average total return. However, the is no guarantee the trust will achieve its objective.

Strategy Description

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

The Trust is a unit investment trust which consists of an approximately equal weighting between two strategies – The S&P Dividend Aristocrats Target 25 Strategy and the Target High Quality Dividend Strategy. The Trust invests in a fixed portfolio of stocks which are selected by applying pre-determined screens and factors and holds the stocks for approximately 15 months.

Summary Data

Label Value
Symbol FWRQNX
Status
Sponsor
Series 1st Quarter 2020
Asset Class
Investment Strategy/Goal
Investment Type/Style