FZHIKX Interest Rate Hedge Portfolio

Objective

The Trust seeks above-average total return. There can be no guarantee that the objective of the Trust will be achieved.

Strategy Description

The Trust invests in common stocks of companies with a history of dividend growth, as well as closed-end funds (“CEFs”) which invest in convertible securities, Treasury Inflation Protected Securities (“TIPS”), master limited partnerships (“MLPs”), limited duration bonds and real estate investment trusts (“REITs”).

Summary Data

Label Value
Symbol FZHIKX
Status
Sponsor
Series Series 129
Asset Class
Investment Strategy/Goal
Investment Type/Style