CACTQX S&P Dividend Aristocrats Select 25 Strategy Portfolio

Objective

The Dividend Aristocrats Trust seeks attractive total return through capital appreciation and dividend income.

Strategy Description

Under normal circumstances, the trust invests at least 80% of the value of its assets in common stocks that are included in the S&P 500 Dividend Aristocrats Index (the “Index”). The Index is comprised of companies within the S&P 500 that have followed a managed dividends policy of consistently increasing dividends every year for at least 25 years.

Utilizing a unique rule based strategy, the trust invests in 25 common stocks in the Index selected by the sponsor, with the assistance of Guggenheim Partners Investment Management, LLC (“GPIM”), an affiliate of Guggenheim Partners, LLC.

Summary Data

Label Value
Symbol CACTQX
Status
Sponsor
Series Series 17
Asset Class
Investment Strategy/Goal
Investment Type/Style