Blog Archives

E-Commerce Ecosystem, 1

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The trust seeks to provide investors with total return potential through capital appreciation and dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Argus Modern Innovators, 1

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The trust seeks to provide investors with total return potential. Total return may include capital appreciation and dividend income.

Defensive 50 Equities, 13

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 13

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The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Select, 3

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

California Municipal Portfolio of Closed-End Funds, 7

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The Trust seeks to provide investors with income which is generally exempt from regular federal and California income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Argus Dividend Growers Total Return, 14

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 15

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New Jersey Municipal Portfolio of Closed-end Funds, 11

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax-Advantaged Growth & Income, 14

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge, 9

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 18

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The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35, 14

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Tax Free Income, 26

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

High 20 Dividend Strategy, 17

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Smart Ten, 9

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The trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Preferreds Plus, 4

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The trust seeks to provide investors with current income and the possibility of capital appreciation. There is no guarantee that the investment objective of the trust will be achieved.

Defensive 50 Equities, 12

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

CEFA Select BDC, 10

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The Trust seeks to provide investors with total return potential through a combination of current income and capital appreciation.

Argus Dividend Growers Total Return, 13

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income, 18

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Select, 2

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 12

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The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth & Income, 11

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing, 10

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Healthcare Innovations, 3

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The trust seeks total return potential primarily through capital appreciation. There is no guarantee that the investment objectives of the trust will be achieved.

Smart Ten, 8

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The trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Zacks GARP Composite 35, 13

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Tax-Advantaged Growth & Income, 13

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities, 11

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 17

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The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

California Municipal Portfolio of Closed-End Funds, 6

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The Trust seeks to provide investors with income which is generally exempt from regular federal and California income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Argus Dividend Growers Total Return, 12

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, 25

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Morningstar Dividend Yield Select, 1

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 16

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Preferreds Plus, 3

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The trust seeks to provide investors with current income and the possibility of capital appreciation. There is no guarantee that the investment objective of the trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 14

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New Jersey Municipal Portfolio of Closed-end Funds, 10

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

CEFA Select BDC, 9

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The Trust seeks to provide investors with total return potential through a combination of current income and capital appreciation.

Dynamic Sector Income, 17

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing, 9

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 11

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The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge, 8

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Smart Ten, 7

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The trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Zacks GARP Composite 35, 12

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Defensive 50 Equities, 10

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 16

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return, 11

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Smart Ten, 6

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The trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Smart Ten, 5

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The trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Tax-Advantaged Growth & Income, 12

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 16

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The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth & Income, 10

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Preferreds Plus, 2

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The trust seeks to provide investors with current income and the possibility of capital appreciation. There is no guarantee that the investment objective of the trust will be achieved.

Sustainable Impact Investing, 8

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 15

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

CEFA Select BDC, 8

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The Trust seeks to provide investors with total return potential through a combination of current income and capital appreciation.

Healthcare Innovations, 2

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The trust seeks total return potential primarily through capital appreciation. There is no guarantee that the investment objectives of the trust will be achieved.

Zacks GARP Composite 35, 11

... Read More

The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Tax Free Income, 24

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income, 16

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities, 9

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 10

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The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

California Municipal Portfolio of Closed-End Funds, 5

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The Trust seeks to provide investors with income which is generally exempt from regular federal and California income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Argus Dividend Growers Total Return, 10

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 15

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Healthcare Innovations, 1

... Read More

The trust seeks total return potential primarily through capital appreciation. There is no guarantee that the investment objectives of the trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 13

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New Jersey Municipal Portfolio of Closed-end Funds, 9

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Sustainable Impact Investing, 7

... Read More

The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income, 11

... Read More

The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge, 7

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 15

... Read More

The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35, 10

... Read More

The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

High 20 Dividend Strategy, 14

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Preferreds Plus, 1

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The trust seeks to provide investors with current income and the possibility of capital appreciation. There is no guarantee that the investment objective of the trust will be achieved.

Defensive 50 Equities, 8

... Read More

The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

CEFA Select BDC, 7

... Read More

The Trust seeks to provide investors with total return potential through a combination of current income and capital appreciation.

Adelante REIT Growth & Income, 9

... Read More

The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 14

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return, 9

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, 23

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income, 15

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 9

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing, 6

... Read More

The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35, 9

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Tax-Advantaged Growth & Income, 10

... Read More

The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 12

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Defensive 50 Equities, 7

... Read More

The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

California Municipal Portfolio of Closed-End Funds, 4

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The Trust seeks to provide investors with income which is generally exempt from regular federal and California income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Argus Dividend Growers Total Return, 8

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 13

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, 22

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Enhanced Value II, 14

... Read More

The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 13

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

CEFA Select BDC, 6

... Read More

The Trust seeks to provide investors with total return potential through a combination of current income and capital appreciation.

New Jersey Municipal Portfolio of Closed-end Funds, 8

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income, 14

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge, 6

... Read More

The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing, 5

... Read More

The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35, 8

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Defensive 50 Equities, 6

... Read More

The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 12

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income, 9

... Read More

The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return, 7

... Read More

The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 8

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 11

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Adelante REIT Growth and Income, 8

... Read More

The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, 21

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

High 20 Dividend Strategy, 12

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing, 4

... Read More

The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 13

... Read More

The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

CEFA Select BDC, 5

... Read More

The Trust seeks to provide investors with total return potential through a combination of current income and capital appreciation.

Zacks GARP Composite 35, 7

... Read More

The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Defensive 50 Equities, 5

... Read More

The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

California Municipal Portfolio of Closed-End Funds, 3

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and California income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income, 13

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Dividend Growers Total Return, 6

... Read More

The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 11

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 10

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New Jersey Municipal Portfolio of Closed-end Funds, 7

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax-Advantaged Growth & Income, 8

... Read More

The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing, 3

... Read More

The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge, 5

... Read More

The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income, 7

... Read More

The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35, 6

... Read More

The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Tax Free Income, 20

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

High 20 Dividend Strategy, 11

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities, 4

... Read More

The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

CEFA Select BDC, 4

... Read More

The Trust seeks to provide investors with total return potential through a combination of current income and capital appreciation.

Argus Dividend Growers Total Return, 5

... Read More

The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing, 2

... Read More

The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income, 12

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 10

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 7

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The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 12

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The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities, 3

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Sustainable Impact Investing, 1

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The Trust seeks to provide total return potential by investing in the stocks of companies that meet the Trust’s investment criteria including, but not limited to, environmental, social and governance factors. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income, 7

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35, 5

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

California Municipal Portfolio of Closed-End Funds, 2

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The Trust seeks to provide investors with income which is generally exempt from regular federal and California income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Argus Dividend Growers Total Return, 4

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities, 2

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income, 6

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, 19

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Morningstar Dividend Yield Focus, 9

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 10

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 9

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New Jersey Municipal Portfolio of Closed-end Funds, 6

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income, 11

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The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge, 4

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35, 4

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Morningstar Dividend Yield Focus, 8

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Argus Select 30 Equity Total Return, 3

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Diversified Income & Growth, 6

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The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income, 6

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The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Defensive 50 Equities, 1

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The Trust seeks to provide total return potential in an environment where the stock market may experience a pullback in prices during the life of the Trust. Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

California Municipal Portfolio of Closed-End Funds, 1

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The Trust seeks to provide investors with income which is generally exempt from regular federal and California income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax-Advantaged Growth & Income, 5

... Read More

The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35, 3

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Argus Select 30 Equity Total Return, 2

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35, 2

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Argus Select 30 Equity Total Return, 1

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Zacks GARP Composite 35, 1

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include capital appreciation and dividend income.

Enhanced Value II, 11

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The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income, 5

... Read More

The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 9

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, 18

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income, 10

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 6

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 7

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

New Jersey Municipal Portfolio of Closed-end Funds, 5

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 8

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Diversified Income & Growth, 5

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge, 3

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 10

... Read More

The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 8

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income, 4

... Read More

The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 6

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, 17

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Dynamic Sector Income, 9

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 5

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 7

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The Trust seeks to provide investors with income which is generally exempt from re gular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax-Advantaged Growth & Income, 4

... Read More

The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 5

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, 16

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Enhanced Value II, 9

... Read More

The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

New Jersey Municipal Portfolio of Closed-End Funds, 4

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

High 20 Dividend Strategy, 7

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income, 8

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Capital Innovations Global Infrastructure & MLP, 5

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation, and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Diversified Income & Growth, 4

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The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge, 2

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The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Free Income, D

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax-Free Income, G

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Index & Treasuries, A

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The Trust seeks to achieve safety of capital through investment in stripped United States Treasury issued notes or bonds paying no current interest (“Treasury Obligations”) and to attempt to provide for capital appreciation through investment in exchange-traded funds that invest primarily in common stocks (“ETFs”). There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 1

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Disciplined Core, 2010 F

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 index over the life of the Trust). The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Equity Advantage, 1

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include dividends, interest, capital appreciation, and/or distributions. The Portfolio Consultant sought securities that generate free cash flow and generally meet the Portfolio Consultant’s guidelines for intrinsic value. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, H

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The Trust seeks to provide a high level of income and total return potential by combining asset allocation and equity securities into a unified strategy. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 2

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Innovation Score Portfolio, B

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 index over the life of the trust). the Portfolio Consultant sought to select securities whose historical, fundamental profitability metrics have generally been superior to industry peers or that possess significant amounts of intangible assets in the form of intellectual property. there is no guarantee that the investment objective of the trust will be achieved.

Capital Innovations Global Infrastructure & MLP, 1

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation, and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 3

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The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, C

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Value Architects Disciplined Core Portfolio, D

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Disciplined Core Portfolio, 5

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include dividends, interest, capital appreciation, and/or distributions. The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Capital Innovations Global Infrastructure & MLP, 2

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation, and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, E

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The Trust seeks to provide a high level of income and total return potential by combining asset allocation and equity securities into a unified strategy. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 1

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Diversified Dividend, F

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The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 4

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, G

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the trust will be achieved.

Value Architects Innovation SCORE Portfolio, 2

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The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). The Portfolio Consultant sought to select securities whose historical, fundamental profitability metrics have generally been superior to industry peers or that possess significant amounts of intangible assets in the form of intellectual property. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, H

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The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Value Architects Disciplined Core Portfolio, 6

... Read More

The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include dividends, interest, capital appreciation, and/or distributions. The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Value Architects Disciplined Core Portfolio, I

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The Trust seeks to provide investors with the possibility of above-average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 2

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Capital Innovations Global Infrastructure & MLP, 3

... Read More

The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation, and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income, J

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 5

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, K

... Read More

The Trust seeks to provide a high level of income and total return potential by combining asset allocation and equity securities into a unified strategy. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 3

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, L

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New York Municipal Closed-End Income, M

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The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Diversified Income & Growth, 2

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Diversified Income & Growth, 3

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Diversified Dividend, 4

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income, 2

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 4

... Read More

The Trust seeks to provide a high level of income and total return potential by combining asset allocation and equity securities into a unified strategy. There is no guarantee that the investment objective of the Trust will be achieved.

Tax-Advantaged Growth & Income, 3

... Read More

The Trust seeks to provide investors with the possibility of a high level of total after-tax return, with an emphasis on income that is exempt from regular federal income tax or that qualifies for federal income taxation at long-term capital gains rates (“tax-advantaged income”) while also offering the potential for capital appreciation. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income, 3

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 5

... Read More

The Trust seeks to provide a high level of income and total return potential by combining asset allocation and equity securities into a unified strategy. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income, 4

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 6

... Read More

The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income, 5

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income, 1

... Read More

The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income, 6

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 7

... Read More

The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 3

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income, 2

... Read More

The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

Tax Free Income, 9

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income, 10

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 2

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is
no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income, 11

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New Jersey Municipal Portfolio of Closed-End Funds, 1

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 3

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income, 12

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New Jersey Municipal Portfolio of Closed-End Funds, 2

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income, 13

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 4

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income, 14

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 5

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New Jersey Municipal Portfolio of Closed-End Funds, 3

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New Jersey income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Tax Free Income, 15

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

New York Municipal Portfolio of Closed-End Funds, 6

... Read More

The Trust seeks to provide investors with income which is generally exempt from regular federal and New York income tax. The possibility of capital growth is a secondary objective. There is no guarantee that the investment objectives of the Trust will be achieved.

Value Architects Disciplined Core Portfolio, 7

... Read More

The Trust seeks to provide investors with the possibility of above- average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust). Total return may include dividends, interest, capital appreciation, and/or distributions. The Portfolio Consultant sought securities whose historical, fundamental profitability metrics have generally been superior to industry peers. There is no guarantee that the investment objective of the Trust will be achieved.

Capital Innovations Global Infrastructure & MLP, 4

... Read More

The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation, and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.

High 20 Dividend Strategy, 6

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Morningstar Dividend Yield Focus, 4

... Read More

The Trust seeks to maximize total return potential through capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Rising Interest Rates Hedge, 1

... Read More

The Trust seeks to provide investors with total return potential in an environment where interest rates are rising, with a high level of current income as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Dynamic Sector Income, 7

... Read More

The Trust seeks to provide investors with the possibility of current dividend income, with capital appreciation as a secondary objective. There is no guarantee that the investment objective of the Trust will be achieved.

Enhanced Value II, 8

... Read More

The Trust seeks to provide a high level of income and total return potential. There is no guarantee that the investment objective of the Trust will be achieved.

Strategic Growth & Income, 4

... Read More

The Trust seeks to provide investors with the possibility of capital appreciation and current dividend income. There is no guarantee that the investment objective of the Trust will be achieved.

Adelante REIT Growth and Income, 3

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The Trust seeks to provide investors with total return potential. Total return may include dividends, interest, capital appreciation and/or distributions. There is no guarantee that the investment objective of the Trust will be achieved.