STSFBX 60/40 Quality Allocation Trust


The trust seeks to provide investors with the possibility of total return potential through capital appreciation and dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Strategy Description

The trust seeks to achieve its objective through investment in equity securities of operating companies and exchange-traded funds (“ETFs”). The ETFs are referred to as the “funds”.

The trust seeks to invest approximately 60% of the portfolio in equity securities of operating companies and 40% of the portfolio in ETFs as of the trust’s inception. To help balance risk and provide total return opportunities, the trust seeks to invest in “quality” equity securities and “quality” ETFs that invest primarily in fixed income securities. The sponsor believes that such a 60%/40% allocation in “quality” securities will provide the potential for the trust to achieve its objective even where economic growth may be slowing or contracting over the life of the trust.

Summary Data

Label Value
Series Series 2
Asset Class
Investment Strategy/Goal
Investment Type/Style