FWIBMX Market Strength Allocation Opportunity Portfolio

Objective

The Trust seeks above-average capital appreciation. There can be no assurance that the objective of the Trust will be achieved.

Strategy Description

The Trust invests in a diversified portfolio of common stocks of companies that exhibit financial strength from five distinct segments of the market. The five market segments are weighted based on the following allocations:

Capital Strength . . . . . . . . . . . . . . . . 30%

Dividend Strength . . . . . . . . . . . . . . 20%

SMid Capital Strength . . . . . . . . . . . 20%

International Capital Strength . . . . . 20%

Emerging Markets Strength . . . . . . . 10%

Through the selection process the Sponsor seeks to find the companies that the Sponsor believes have the best prospects for above-average capital appreciation.

Summary Data

Label Value
Symbol FWIBMX
Status
Sponsor
Series Series 12
Asset Class
Investment Strategy/Goal
Investment Type/Style