FHLSWX S&P Target SMid 60 Portfolio

Objective

The Trust seeks above-average total return. The Sponsor cannot guarantee that the Trust will achieve its objective or that the Trust will make money once expenses are deducted.

Strategy Description

To achieve this objective, the Trust will invest in the common stocks of companies which are selected by applying a unique specialized strategy.

Under normal circumstances, the S&P Target SMid 60 Portfolio will invest at least 80% of its assets in small and/or mid capitalization companies.

This small and mid-capitalization strategy is designed to identify stocks with improving fundamental performance and market sentiment.

Summary Data

Label Value
Symbol FHLSWX
Status
Sponsor
Series 1st Quarter 2020
Asset Class
Investment Strategy/Goal
Investment Type/Style