CGBIDX Balanced Income Builder Portfolio

Objective

The trust seeks current income as the primary objective, with the potential for capital appreciation as a secondary objective.

Strategy Description

The trust seeks to provide current income with the potential for capital appreciation by investing in dividend-paying stocks of U.S. listed companies along with shares of exchange-traded funds (“ETFs”) that invest substantially all of their assets in fixed-income securities.

The sponsor, with the assistance of Guggenheim Partners Investment Management, LLC (“GPIM”), an affiliate of Guggenheim Partners, LLC, has selected the securities to be included in the trust’s portfolio.

Summary Data

Label Value
Symbol CGBIDX
Status
Sponsor
Series Series 29
Asset Class
Investment Strategy/Goal
Investment Type/Style