FODKUX Tactical Alpha Portfolio


The Trust seeks above-average capital appreciation.

Strategy Description

The Trust was created as a convenient way for investors to add a tactical component to their asset allocation plans.

The goal with the Trust is to select stocks from within specific areas of the market where the Sponsor believes tactical opportunities currently exist. The Sponsor's team of analysts thoroughly evaluates each company for inclusion in the portfolio based upon their analysis that the company’s future performance is likely to exceed the current expectations of market participants. Through the evaluation process, the Sponsor seeks to select stocks that they believe are currently trading at valuation levels below fair value.

Summary Data

Label Value
Series Series 23
Asset Class
Investment Strategy/Goal
Investment Type/Style