CGBIEX Balanced Income Builder Portfolio

Objective

The trust seeks current income as the primary objective, with the potential for capital appreciation as a secondary objective. No assurance can be given that the trust’s investment objective will be achieved.

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 CGBIEX
Status
Sponsor
Series Series 30
Asset Class
Investment Strategy/Goal
Investment Type/Style