A portfolio of stocks selected using a specialized dividend-oriented strategy that seeks above average total return. The trust is structured as a Regulated Investment Company (RIC).
Designed with Dividends and Diversification in Mind
- High 50® is a broadly diversified investment solution of high-yielding U.S. stocks with the potential to help achieve your income objectives.
- High 50® can be utilized as a fixed income surrogate or as a strategic core equity allocation due to its disciplined approach and strong time-tested results.
- The High 50® investment process generates a high level of diversification:
- 50 holdings with approximately 2% weight (as of the deposit date and may vary thereafter)
- Approximately 10% weight in each of the nine Global Industry Classification Standard (GICS®) sectors other than the Financials and Real Estate sectors and approximately 10% weight from the Financials and Real Estate GICS® sectors combined (for a total of 50 securities). The trust invests in these 50 stocks in approximately equal weightings. Effectively, after September 1, 2016 the strategy seeks to treat the new Real Estate GICS® sector as if it was still positioned under the Financials GICS® sector (as it was prior to September 1, 2016). Learn about the importance of diversification in your sector allocation.
- Potential for exposure to companies across the market capitalization spectrum