FMQUIX January Effect Portfolio


The Trust seeks current income, with total return as a secondary objective.

Strategy Description

An important part of many investors’ overall strategy is to minimize taxes. As the end of the year approaches, investors with securities in taxable accounts typically review their portfolio for potential tax losses. Historically, when tax-motivated selling pressures occur in December, closed-end fund (“CEF”) discounts can widen further.

Portfolio Selection Criteria.

The Trust is a unit investment trust which invests in CEFs that the Sponsor believes may benefit once tax-motivated selling pressures abate after the end of the year.

Summary Data

Label Value
Series Series 9
Asset Class
Investment Strategy/Goal
Investment Type/Style