FKKZUX Global Target 15 Portfolio

Objective

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 Global Target 15 Portfolio will invest at least 40% of its assets in non-U.S. securities.

The Global Target 15 Portfolio invests in stocks with high dividend yields. By selecting stocks with the highest dividend yields, the Global Target 15 Strategy seeks to uncover stocks that may be out of favor or undervalued. The Trust seeks to amplify this dividend yield strategy by selecting the five lowest priced stocks of the 10 highest dividend-yielding stocks in a particular index.

Summary Data

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