CULODX US Low Volatility Strategy Portfolio

Objective

The trust seeks to provide total return that is comprised of current income and capital appreciation.

Strategy Description

Under normal circumstances, the trust invests at least 80% of the value of its assets in common stocks of U.S. companies that the sponsor believes are lower volatility securities. The trust applies a series of screens to determine the final portfolio, including measuring the volatility of a security by using the standard deviation of daily returns for the previous trailing year for such a security and selecting the securities with the lowest volatility. The trust seeks total returns that may exceed the S&P 500 Index’s market level in certain risk-adjusted return metrics. 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 CULODX
Status
Sponsor
Series Series 29
Asset Class
Investment Strategy/Goal
Investment Type/Style