CFWAJX Diversified Income Wave Portfolio

Objective

The trust seeks to provide current income and the potential for capital appreciation by investing in common shares of closed-end investment companies (“Closed-End Funds”).

Strategy Description

The trust invests in a diversified portfolio of Closed-End Funds containing securities of different asset classes. These asset classes may include, but are not limited to:

• high-yield or “junk” bonds;

• convertible bonds;

• preferred securities;

• real estate investment trusts (“REITs”);

• corporate bonds;

• government bonds;

• international bonds; and

• equities.

Summary Data

Label Value
Symbol CFWAJX
Status
Sponsor
Series Series 75
Asset Class
Investment Strategy/Goal
Investment Type/Style