FWSLHX Nasdaq® Dividend Achievers 25 Portfolio
The Trust seeks above-average total return through a combination of capital appreciation and dividend income. There can be no guarantee that the objective of the Trust will be achieved.
Under normal circumstances, the Trust will invest at least 80% of its assets in dividend-paying securities.
The Trust is a unit investment trust which is based on the Nasdaq US Broad Dividend Achievers Index™. The index is designed to measure the performance of companies with at least ten consecutive years of increasing annual regular dividend payments.
The Trust invests in companies from the index using a selection process that seeks to identify companies with the potential to provide above average total return by favoring dividend growth over high yields.
|Sponsor||First Trust Portfolios|
|Asset Class||Domestic Equity|
|Investment Strategy/Goal||Income & Capital Appreciation|
|Investment Type/Style||Equity - Dividend|
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.