SMDFVX Defensive 50 Equities Trust


The trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Strategy Description

The trust intends to pursue its objective through investments in equity securities of 50 companies from the Standard & Poor’s (“S&P”) 500 Index.

In an effort to identify stocks that might outperform if the U.S. stock market experiences a pullback during the trust’s life, the sponsor selected the 50 stocks from the S&P 500 Index it believed most closely fit the following criteria and aligned with the trust’s objective

Summary Data

Label Value
Series Series 22
Asset Class
Investment Strategy/Goal
Investment Type/Style