FWHRCX Value Line® Target Safety 30 Portfolio


The Trust seeks above-average capital appreciation.

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
Series 4th Quarter 2019
Asset Class
Investment Strategy/Goal
Investment Type/Style