These stocks comprise a diversified portfolio of equities throughout various industry sectors. Eligibility criteria for the Nasdaq-100 Index includes a minimum average daily trading volume of 100,000 shares. Generally, companies also must have seasoned on Nasdaq or another major exchange, which means they have been listed for a minimum of two years. Past performance is no guarantee of future results of the index or the trust. Investment performance of the trust will fluctuate and may result in negative performance due to market conditions.
Index takes into consideration maximum sales charges and expenses.
An indexing strategy attempts to mirror the performance of a specific market index. An indexing strategy attempts to mirror the performance of a specific market index. In any given year, the strategy may underperfrom the index or may have negative results. Investors should consider their ability to pursue investing in successive UITs, since the indexing strategy is long-term. Stand as a companion investment for diversification and capital appreciation potential.