IABFAX Balanced Dividend Sustainability & Income Portfolio


The Portfolio seeks to provide current income and the potential for capital appreciation. The Sponsor cannot guarantee that the Portfolio will achieve its objective.

Strategy Description

The Portfolio seeks to achieve its objective by investing in a portfolio of dividend-paying common stocks and fixed income exchange-traded funds ("ETFs"). The common stocks are derived from the S&P 500 Dividend Aristocrats Index, an index consisting of stocks of those companies contained in the S&P 500 Index that have followed a policy of consistently increasing dividends every year for at least 25 years. The dividend-paying fixed income ETFs are strategically chosen based on their exposure to US and foreign fixed income securities of varying maturities, sub-categories and credit quality.

Summary Data

Label Value
Series 2020-1
Asset Class
Investment Strategy/Goal
Investment Type/Style