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Fundamental Equity Contrarians, 13

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Strategy Performance

Trust Name Status Deposit Date Maturity Date Term LIQ Price Performance** Historical 12‑Month Dist.* Docs
Fundamental Equity Contrarians, 1 Closed 01-07-2020 04-13-2021 15 Month $13.3600 34.24% 0.0567
Fundamental Equity Contrarians, 2 Closed 04-09-2020 07-08-2021 15 Month $16.8708 68.76% 0.1383
Fundamental Equity Contrarians, 3 Closed 07-07-2020 07-07-2022 2 Year $11.9879 25.87% 0.1665
Fundamental Equity Contrarians, 4 Closed 11-24-2020 11-22-2022 2 Year $11.0429 12.31% 0.1226
Fundamental Equity Contrarians, 5 Closed 05-25-2021 05-25-2023 2 Year $7.7960 -20.59% 0.0705
Fundamental Equity Contrarians, 6 Closed 11-23-2021 11-28-2023 2 Year $9.1724 12.32% 0.1492
Fundamental Equity Contrarians, 7 Closed 05-26-2022 05-23-2024 2 Year $12.4990 28.13% 0.1622
Fundamental Equity Contrarians, 8 Closed 11-22-2022 11-22-2024 2 Year $11.8287 37.27% 0.1172
Fundamental Equity Contrarians, 9 Closed 05-25-2023 05-21-2025 2 Year $10.7494 14.17% 0.1190
Fundamental Equity Contrarians, 10 Open 11-28-2023 11-25-2025 2 Year $9.8217 5.89% 0.1182
Fundamental Equity Contrarians, 11 Open 05-23-2024 05-21-2026 2 Year $7.8492 -13.05% 0.1231
Fundamental Equity Contrarians, 12 Open 11-22-2024 11-19-2026 2 Year $7.3696 -22.07% 0.1079
Fundamental Equity Contrarians, 13 Open 05-21-2025 05-20-2027 2 Year $9.7750 -2.25% 0.0962
Performance for certain Trust series is not available online, please contact the SmartTrust support desk for more information.

*The Historical 12-Month Distribution of Trust Holdings is as of 10/01/2024. If the Trust deposited after, or 90 days prior to, 10/01/2024, the distribution is as of deposit date. The Historical 12-Month Distribution is calculated by taking the weighted average of the regular income distributions paid by the securities included in the trust’s portfolio over the 12 months preceding the trust’s date of deposit reduced to account for the effects of trust fees and expenses. This historical distribution is for illustrative purposes only and is not indicative of amounts that will actually be distributed by the trust. The distributions paid by the trust may be higher or lower than the amount shown above due to factors including, but not limited to, changes in the price of trust units, changes (including reductions) in distributions paid by issuers, changes in actual trust expenses and sales of securities in the portfolio. There is no guarantee that the issuers of the securities included in the trust will pay any distributions in the future.

**Calculated With Transactional Sales Charge (Distributions Reinvested) Since Inception