Financial Products

Unit Trusts

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Unit Trusts

Unit Trusts provide a simple, convenient way to gain exposure to an asset class, market sector or investment discipline. Like a traditional mutual fund, unit trusts hold a pool of securities (such as stocks, bonds or alternative investments) chosen by a professional investment manager and are available with a wide range of objectives and risk levels.

Upcoming/Recent Trust Deposits at a Glance | View Full Cusips and Materials

Date Symbol/Series Trust Name
04/03/2017 EAFE0172 EAFE Select 20 Portfolio
04/03/2017 EDVY0172 The Dow Jones Select Dividend Index Strategy Portfolio
04/03/2017 GLDV0172 Global 45 Dividend Strategy Portfolio
04/03/2017 LPLP0002 Productivity Strategy Portfolio
04/03/2017 SCOR0172 Select S&P Core Portfolio
04/03/2017 SPIN0172 Select S&P Industrial Portfolio
04/10/2017 ALLC0172 All Cap Core Strategy
04/10/2017 DVLD0172 Dividend Income Leaders Strategy Portfolio
04/10/2017 LRGC0172 Large Cap Core Strategy
04/10/2017 LRGV0172 Large Cap Value Strategy
04/10/2017 MIDC0172 Mid Cap Core Strategy
04/10/2017 PICK0172 S&P PowerPicks Portfolio
04/10/2017 SMLC0172 Small Cap Core Strategy
04/18/2017 DIVP0172 Dividend Income & Value Portfolio
Date Symbol/Series Trust Name
03/30/2017 IMIT0693 Insured Municipals Income Trust
04/11/2017 IGMT0189 Investment Grade Municipal Trust, 20+ Year
04/12/2017 HYCT0011 High Yield Corporate Trust, 4-7 Year
Date Symbol/Series Trust Name
04/04/2017 CSCC0172 Clsd-End Stgy: Covered Call Income Portfolio
04/04/2017 CSNA0172 Clsd-End Strgy: Master Muni Income - National
04/04/2017 CSVP0172 Clsd-End Stgy: Value Equity and Income Port
04/04/2017 MSTR0172 Clsd-End Strgy: Master Income Portfolio
04/05/2017 NLEV0172 Closed-End Strategy: Select Opportunity Portfolio

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