Tax-Advantaged Growth & Income, 15
- SymbolSMTAOX Prospectus
- Term2 Year Fact Card
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.
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Description
- Status Secondary
- Category Taxable Equity & Income Portfolio
- Objective Income/Total Return
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Pricing (04-26-2018)
- Bid Price $9.1255
- Liquidation Price $8.9005
Deposit Data
- Deposit Date 12-28-2017
- Termination Date 12-30-2019
- Initial Offer Price $10.00
- Max Sales Charge 2.75%
CUSIPs
- Cash 83188V101
- Reinvest 83188V119
- Fee - Cash 83188V127
- Fee - Reinvest 83188V135
Est. Net 1st Year Income*
- Pay FrequencyMonthly (if any)
- Est. Net 1st Year Income*0.5016
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Sector Breakdown (As of Deposit Date)
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Pricing Summary (As of 04-26-2018)