FXBFOX Global Deep Value Dividend Portfolio


The Trust seeks above-average total return through a combination of capital appreciation and dividend income.

Strategy Description

The Trust invests in a diversified portfolio of common stocks. Under normal circumstances, the Trust will invest at least 80% of its assets in dividend-paying securities.

The Trust is a unit investment trust that invests in 50 companies that have estimated low current year price-to-earnings (“P/E”) ratios in addition to above-average dividend yields. The Sponsor believes these companies may offer long-term investors an opportunity for capital appreciation and dividend income.

Summary Data

Label Value
Series Series 25
Asset Class
Investment Strategy/Goal
Investment Type/Style