CHCRCX Health Care Portfolio

Objective

The Health Care Trust seeks to maximize total return through capital appreciation with a secondary objective of current income.

Strategy Description

Under normal circumstances, the trust invests at least 80% of the value of its assets in stocks of companies that are classified as being in the health care sector by the Global Industry Classification Standard (“GICS”), or are believed by the sponsor to have a significant level of revenues directly derived from health care related products and services. The sponsor selects securities for the portfolio that it believes have the potential to achieve the trust’s investment objective.

Summary Data

Label Value
Symbol CHCRCX
Status
Sponsor
Series Series 28
Asset Class
Investment Strategy/Goal
Investment Type/Style