FWROLX Richard Bernstein Advisors Tactical Series, American Industrial Renaissance®

Objective

The Trust seeks above-average capital appreciation by investing in small and mid-cap U.S. companies in the industrial and community banking sectors.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in U.S. companies.

The stocks were selected for the Trust by Richard Bernstein Advisors (“RBA”) using a comprehensive process and held for approximately two years.

Summary Data

Label Value
Symbol FWROLX
Status
Sponsor
Series 2019-2
Asset Class
Investment Strategy/Goal
Investment Type/Style