CSUSLX Dow Jones Sustainable Growth Portfolio


The Sustainable Trust seeks to maximize total return primarily through capital appreciation. No assurance can be given that the trust’s investment objective will be achieved.

Strategy Description

The trust invests substantially all of its assets in securities included in the Dow Jones Top Cap Growth Index that the sponsor believes have the highest sustainable growth potential. The sponsor, with the assistance of Guggenheim Partners Investment Management, LLC (“GPIM”), an affiliate of the sponsor and Guggenheim Partners, LLC, has selected the securities to be included in the trust’s portfolio by utilizing GPIM’s proprietary process to select the top 50 stocks that the sponsor believes have the highest sustainable growth potential.

Summary Data

Label Value
Status Primary
Sponsor Guggenheim Funds Distributors
Series Series 12
Asset Class Domestic Equity
Investment Strategy/Goal Capital Appreciation
Investment Type/Style Mid 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.