The Enhanced Sector Strategy, Sector Rotation Portfolio invests in stocks from the three highest ranking sector indexes from within the Dow Jones U.S. Index, based on previous six-month simple average total return of the stocks from within each sector index.
||Mar 14, 2013
|Scheduled Primary Offering Period
||Mar 14, 2013 - Jun 12, 2013
|Term of Trust
||Jun 13, 2014
Regulated Investment Company
|Public Offering Price
(End of deposit date)
|Maximum Sales Charge
|Sales Charge Schedule
|Sales Charge Volume Discount
|Est. Net Annual Income1
|Initial Payable Date2
||Jul 25, 2013
|Initial Record Date2
||Jul 10, 2013
||Reinvest, Cash, Wrap Reinvest, Wrap Cash
|Estimated Frequency of Offering
Investors in fee-based accounts will not be assessed the initial or deferred sales charges for
eligible fee-based purchases and must purchase units with a Wrap Fee CUSIP.
|Weighted Avg P/E:
|Weighted Avg P/B:
|Weighted Avg Market Cap (MM):
|Weighted Avg PEG Ratio:
|Weighted Avg Beta:
There is no assurance the trust will achieve its investment objective. An investment in this unit investment trust is subject to market risk, which is the possibility that the market values of securities owned by the trust will decline and that the value of trust units may therefore be less than what you paid for them. This trust is unmanaged and its portfolio is not intended to change during the trust's life except in limited circumstances. Accordingly, you can lose money investing in this trust.
The trust should be considered as a part of a long-term investment strategy and you should consider your ability to pursue it by investing in successive trusts, if available. You will realize tax consequences associated with investing from one series to the next.
Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer's board of directors and the amount of any dividend may vary over time.
This trust invests in the consumer goods and services sectors. Companies that manufacture, distribute and provide consumer products face risks such as intense competition, the lack of serious barriers to entry for on-line entrants, economic recession and a slowdown in consumer spending trends.
This trust is also concentrated in the industrials sector. General risks of industrials companies include the general state of the economy, intense competition, consolidation, domestic and international politics, excess capacity and consumer spending trends.
This trust is concentrated in the energy sector. There are certain risks specific to the energy sector, including the potential adverse effect of state and federal regulation and increasing costs of natural resources.
Stocks of small capitalization companies are often more volatile than those of larger companies as a result of several factors such as limited trading volumes, products or financial resources, management inexperience and less publicly available information.