FDJMPX Value Line® Target Safety 30 Portfolio

Objective

The Trust seeks above-average capital appreciation. However, there is no guarantee the trust will achieve its objective.

Strategy Description

The Trust is a unit investment trust that seeks to provide exposure to U.S. exchange-listed companies with strong balance sheets, above average dividend yields and low volatility by investing in 30 companies that Value Line® gives a #1 or #2 ranking for Safety™. The portfolio takes a total return approach to investing in dividend-paying companies rather than “chasing yield.” The stocks are selected by applying a disciplined investment strategy which adheres to pre-determined screens and factors.

Summary Data

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