The portfolio seeks to provide capital appreciation. The portfolio seeks to achieve its objective by investing in a portfolio of stocks included in the Morgan Stanley Technology IndexSM prior to the date of the portfolio's formation.
If you're looking for growth potential from a portfolio of equity securities of technology companies, the Technology Portfolio may be a good opportunity. This unit investment trust is based on the Morgan Stanley Technology IndexSM. Developed by the Morgan Stanley Technology Research Group, the index consists of prominent companies representing the full breadth of technology industry segments. The trust's portfolio consists of electronics-based technology companies that provide products ranging from computer services to semiconductor equipment.
||Mar 19, 2013
|Scheduled Primary Offering Period
||Mar 19, 2013 - Jun 17, 2013
|Term of Trust
||Jun 18, 2014
|Public Offering Price
(End of deposit date)
|Maximum Sales Charge
|Sales Charge Schedule
|Sales Charge Volume Discount
|Est. Net Annual Income1
|Initial Payable Date2
||Apr 25, 2013
|Initial Record Date2
||Apr 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 that a unit investment 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 portfolio's performance might not sufficiently correspond to the actual performance of the target index or to published hypothetical performance of the Portfolio's investment strategy.
A portfolio concentrated in a single market sector presents more risk than a portfolio broadly diversified over several market sectors. The trust is concentrated in the technology industry. There are certain risks specific to the technology sector such as rapid product obsolescence, volatile stock prices and speculative trading.
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.
You should consider this trust as 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 encounter tax consequences associated with reinvesting from one trust to another.
Investing in foreign securities involves certain risks not typically associated with investing soley in the United States. This may magnify volatility due to changes in foreign exchange rates, the political and economic uncertainties in foreign countries, and the potential lack of liquidity, government supervision and regulation.
Diversification does not guarantee a profit or eliminate the risk of loss.
Invesco Distributors, Inc. is not affiliated with Morgan Stanley Technology Research group.
The Morgan Stanley Technology IndexSM is an equal-dollar weighted index designed to measure the performance of a cross section of highly capitalized U.S. companies that are active in nine technology subsectors: computer services, design software, server software, PC software and new media, networking and telecommunications equipment, server hardware, PC hardware and peripherals, specialized systems and semiconductors.