The portfolio seeks above-average capital appreciation. The portfolio invests in stocks of domestic companies selected by applying separate uniquely specialized enhanced sector strategies. The portfolio combines ten enhanced sector strategies: the Basic Materials Strategy, the Consumer Goods Strategy, the Consumer Services Strategy, the Energy Strategy, the Financials Strategy, the Health Care Strategy, the Industrials Strategy, the Technology Strategy, the Telecommunications Strategy and the Utilities Strategy. Each strategy makes up that percentage of the initial portfolio as its respective sector makes up of the Dow Jones U.S. Index.
|Estimated Organization Costs:3
|Total Estimated Annual Expenses:3
||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.
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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.
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.
This trust invests in the basic materials sector. Basic materials companies are subject to price and supply fluctuations, excess capacity, economic recession, domestic and international politics, government regulations, volatile interest rates, consumer spending trends and overall capital spending levels.
This trust invests in the consumer goods sector. 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. A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors.
This trust invests in the consumer discretionary sector. Companies that provide consumer services 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. A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors.
This trust invests in the energy industry. 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.
The trust invests in the financial services industry and may present more risk than a more diversified investment. There are certain risks specific to the financial services sector, including the potential adverse effects of economic recession, volatile interest rates, and state and federal regulations.
This trust invests in the health care sector. There are certain risks specific to the health care companies such as governmental regulation and the risk that a product may never come to pass.
This trust invests 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 invests in the technology industry. There are certain risks specific to information technology stocks such as volatile stock prices, rapid product obsolescence, and speculative trading.
This trust invests in the telecommunications industry. There are certain risks specific to telecommunication stocks such as volatile stock prices, rapid product obsolescence, and speculative trading as well as government changes in regulations.
This trust invests in the utility industry, it may be highly susceptible to any economic, political, or regulatory occurrences affecting this industry.