SMSTSX Smart Ten Trust


The trust seeks to maximize total return potential through capital appreciation and current 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 by attempting to outperform the Dow Jones Industrial Average™ (the “DJIA”). The trust will attempt to outperform the DJIA by investing in a portfolio that follows the investment strategy of investing approximately equal amounts (as of the trust’s inception) in the ten common stocks in the DJIAt that have the highest dividend yields.

Summary Data

Label Value
Series Series 19
Asset Class
Investment Strategy/Goal
Investment Type/Style