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
09/22/2017 ESGO0174 ESG Opportunity Portfolio
10/02/2017 EAFE0174 EAFE Select 20 Portfolio
10/02/2017 EDVY0174 The Dow Jones Select Dividend Index Strategy Portfolio
10/02/2017 GLDV0174 Global 45 Dividend Strategy Portfolio
10/02/2017 SCOR0174 Select S&P Core Portfolio
10/02/2017 SPIN0174 Select S&P Industrial Portfolio
10/11/2017 ALLC0174 All Cap Core Strategy
10/11/2017 DVLD0174 Dividend Income Leaders Strategy Portfolio
10/11/2017 LRGC0174 Large Cap Core Strategy
10/11/2017 LRGV0174 Large Cap Value Strategy
10/11/2017 MIDC0174 Mid Cap Core Strategy
10/11/2017 PICK0174 S&P PowerPicks Portfolio
10/11/2017 SMLC0174 Small Cap Core Strategy
Date Symbol/Series Trust Name
09/26/2017 IGMT0191 Investment Grade Municipal Trust, 20+ Year
09/27/2017 HIGT0029 Investment Grade Corporate Trust, 5-8 Year
09/28/2017 IGIN0076 Investment Grade Municipal Trust, 7-13 Year
Date Symbol/Series Trust Name
10/04/2017 CSCC0174 Clsd-End Stgy: Covered Call Income Portfolio
10/04/2017 CSNA0174 Clsd-End Strgy: Master Muni Income - National
10/04/2017 CSVP0174 Clsd-End Stgy: Value Equity and Income Port
10/04/2017 MSTR0174 Clsd-End Strgy: Master Income Portfolio