FIFDEX Senior Loan Closed-End and ETF Portfolio

Objective

The Trust seeks current monthly income and capital appreciation. There can be no guarantee that the objective of the Trust will be achieved.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in Funds which invest at least 80% of their assets in senior loans. Loans in a company’s top two debt tranches (i.e., first or second lien) are considered to be senior loans.

Summary Data

Label Value
Symbol FIFDEX
Status
Sponsor
Series Series 30
Asset Class
Investment Strategy/Goal
Investment Type/Style