CQQPEX Quality Core Equity Portfolio


The trust seeks to provide long-term capital appreciation.

Strategy Description

Under normal circumstances, the trust invests at least 80% of the value of its assets in equity securities. The trust employs a quantamental investment strategy to select a portfolio of core equity securities. Core equity securities are securities that the sponsor believes are central investments for an equity portfolio. Quantamental investing is the combination of quantitative and fundamental investment techniques. Quantitative investment techniques use objective financial data to create both risk and return models. Fundamental investment techniques use both qualitative and quantitative information to evaluate a security’s valuation and investment risks. The trust will utilize quantitative models to rank securities by various quality measures and will select securities that are attractive on a fundamental basis. By applying this investment strategy, the sponsor, with the assistance of Wells Fargo Securities Equity Research Team, will select a portfolio of U.S.-listed common stocks that it believes may be able to deliver an attractive risk-adjusted return compared to the broader securities markets.

Summary Data

Label Value
Series Series 5
Asset Class
Investment Strategy/Goal
Investment Type/Style