CATEOX Technological Innovation Portfolio

Objective

The Technological Trust seeks to provide the potential for capital appreciation. No assurance can be given that the trust’s investment objective will be achieved

Strategy Description

Under normal circumstances, the trust will invest at least 80% of the value of its assets in companies that the sponsor believes are technologically innovative. Technologically innovative companies are innovative companies that create new technology or use current technology in a new way to create new growth opportunities. These technological innovations are being engineered and applied in multiple sectors of the economy to improve corporate profit, marketing and operations as well as the efficiency, productivity and enjoyment in the daily lives of individuals.

The trust consists of companies that the sponsor feels have demonstrated a capacity to be innovative or are involved in an industry that has been involved in technological advances in various fields, including, but not limited to, health sciences, global security, information access and manufacturing improvements.

Summary Data

Label Value
Symbol CATEOX
Status Secondary
Sponsor Guggenheim Funds Distributors
Series Series 15
Asset Class Domestic Equity
Investment Strategy/Goal Thematic
Investment Type/Style Large Cap Growth

Performance Disclosure

Cumulative returns of each unit investment trust series are based on distributions received in cash and recognized on the ex-dividend date and paid out on the payable date during the life of the unit investment trust. Returns are calculated excluding the Transactional Sales Charge for each unit investment trust series but does reflect the Creation & Development Fee and trust operating expenses as incurred for each unit investment trust series. The returns do not adjust for taxes. If adjusted or taxes, the effects of taxation would reduce the performance depicted.

Past performance is no indicator of future results. Investment return and principal value will fluctuate with changes in market conditions. An investment in units of a unit investment trust when redeemed may be worth more or less than the original investment.

Unit Investment Trust ("UIT") Investment Risks

There is no assurance that a unit investment trust will achieve its investment objective.

Unit investment trusts are unmanaged. You can lose money investing in unit investment trusts. When sold, units may be worth more or less than the original amount invested. Depending upon the specific product offering, investment risks include, but are not limited to, interest rate risk, credit risk, call risk and liquidity risk.

Product(s) discussed herein are not FDIC insured, may lose value, and are not bank guaranteed. You should not purchase an investment product or make an investment recommendation until you have read the specific offering documentation and understand the specific investment terms, features, risks, fees, charges and expenses of such investment.