FMRVIX Market Strength Allocation Select Portfolio


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
Status Secondary
Sponsor First Trust Portfolios
Series Series 42
Asset Class Global Equity
Investment Strategy/Goal Capital Appreciation
Investment Type/Style Tactical Allocation - Growth

Performance Disclosure

Cumulative returns of each unit investment trust series are based on distributions received in cash and recognized on the ex-dividend date and paid out on the payable date during the life of the unit investment trust. Returns are calculated excluding the Transactional Sales Charge for each unit investment trust series but does reflect the Creation & Development Fee and trust operating expenses as incurred for each unit investment trust series. The returns do not adjust for taxes. If adjusted or taxes, the effects of taxation would reduce the performance depicted.

Past performance is no indicator of future results. Investment return and principal value will fluctuate with changes in market conditions. An investment in units of a unit investment trust when redeemed may be worth more or less than the original investment.

Unit Investment Trust ("UIT") Investment Risks

There is no assurance that a unit investment trust will achieve its investment objective.

Unit investment trusts are unmanaged. You can lose money investing in unit investment trusts. When sold, units may be worth more or less than the original amount invested. Depending upon the specific product offering, investment risks include, but are not limited to, interest rate risk, credit risk, call risk and liquidity risk.

Product(s) discussed herein are not FDIC insured, may lose value, and are not bank guaranteed. You should not purchase an investment product or make an investment recommendation until you have read the specific offering documentation and understand the specific investment terms, features, risks, fees, charges and expenses of such investment.