FUVGWX Tactical Income Portfolio

Objective

The Trust seeks current income, with total return as a secondary objective.

Strategy Description

Portfolio Composition.

The Trust is a unit investment trust that invests in a diversified portfolio of closed-end funds (“CEFs”), common stocks and REITs. The portfolio is weighted based on the following allocation:

Multi-Strategy CEFs . . . . . . . . . . . . . . . 25%

Senior Loan CEFs . . . . . . . . . . . . . . . . . 25%

Dividend Paying Stocks and REITs . . . 50%

Summary Data

Label Value
Symbol FUVGWX
Status
Sponsor
Series Series 60
Asset Class
Investment Strategy/Goal
Investment Type/Style