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
10/03/2016 EAFE0164 EAFE Select 20 Portfolio
10/03/2016 EDVY0164 The Dow Jones Select Dividend Index Strategy Portfolio
10/03/2016 GLDV0164 Global 45 Dividend Strategy Portfolio
10/03/2016 SCOR0164 Select S&P Core Portfolio
10/03/2016 SPIN0164 Select S&P Industrial Portfolio
10/11/2016 ALLC0164 All Cap Core Strategy
10/11/2016 DVLD0164 Dividend Income Leaders Strategy Portfolio
10/11/2016 LRGC0164 Large Cap Core Strategy
10/11/2016 LRGV0164 Large Cap Value Strategy
10/11/2016 MIDC0164 Mid Cap Core Strategy
10/11/2016 PICK0164 S&P PowerPicks Portfolio
10/11/2016 SMLC0164 Small Cap Core Strategy
10/18/2016 DIVP0164 Dividend Income & Value Portfolio
Date Symbol/Series Trust Name
09/26/2016 IGSC0024 Investment Grade Corporate Trust, 3-7 Year
09/28/2016 HYCT0009 High Yield Corporate Trust, 4-7 Year
09/30/2016 IMIT0690 Insured Municipals Income Trust
10/05/2016 QUAL0193 Quality Municipal Income Trust, 20+ Year
10/11/2016 QMLM0092 Quality Municipal Income Trust, 10-20 Year
10/20/2016 IGLM0064 Investment Grade Income Trust, 10-20 Year
Date Symbol/Series Trust Name
10/04/2016 CSCC0164 Clsd-End Stgy: Covered Call Income Portfolio
10/04/2016 CSNA0164 Clsd-End Strgy: Master Muni Income - National
10/04/2016 CSVP0164 Clsd-End Stgy: Value Equity and Income Port
10/04/2016 MSTR0164 Clsd-End Strgy: Master Income Portfolio
10/05/2016 NLEV0164 Closed-End Strategy: Select Opportunity Portfolio