STROBX Interest Rate Outlook Trust


The trust seeks to provide investors with total return potential in an environment consistent with the sponsor’s interest rate outlook as of the Security Selection Date, with a high level of current income as a secondary objective. Total return may include dividends, interest, capital appreciation and/or distributions. The sponsor’s interest rate outlook for this trust is rising. There is no guarantee that the investment objectives of the trust will be achieved.

Strategy Description

The sponsor selected securities that it believes will meet the investment objective of the trust in an environment consistent with the sponsor’s interest rate outlook as of the Security Selection Date. The trust seeks to achieve its objective by investing in an unmanaged, diversified portfolio of securities. The sponsor selected the following categories of securities for the trust’s portfolio: equity securities of publicly traded companies; and common stock of exchange-traded funds (“ETFs” or “funds”).

Summary Data

Label Value
Status Primary
Sponsor Hennion & Walsh
Series Series 2
Asset Class Multi-Asset Allocation
Investment Strategy/Goal Income & Capital Appreciation
Investment Type/Style Tactical Allocation - Thematic

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.