By Investment Strategy Goal Scorecard Date 12/31/2020 3 Year … · 2021. 1. 15. · Domestic...
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Domestic Equity 3 Year Composite Performance ( 12/29/2017 - 12/31/2020) Strategy Name Sponsor Strategy Cum. Ret. Stategy CAGR BuyWrite Capital Strength Buy-Write Portfolio First Trust Portfolios 22.84% 6.83% Blue Chip Covered Call Portfolio Advisors Asset Management 17.68% 5.42% Capital Appreciation Global Technology Leaders Invesco Capital Markets 106.17% 27.06% Ubiquitous Opportunities Portfolio Advisors Asset Management 101.66% 26.44% Ubiquitous Strategy Portfolio Advisors Asset Management 101.34% 26.38% Technology Portfolio Guggenheim Funds Distributors 97.31% 25.02% Ubiquitous Strategy Portfolio - 15 Month Advisors Asset Management 96.73% 25.38% Technology Select Portfolio First Trust Portfolios 81.00% 21.42% Small/Mid-Cap Advantage Portfolio Advisors Asset Management 63.60% 17.48% Brand Favorites Focus Portfolio Advisors Asset Management 59.52% 16.75% Multinational Titans Portfolio Guggenheim Funds Distributors 56.12% 15.52% Peroni Growth Portfolio Advisors Asset Management 56.01% 15.70% Defensive Defensive Equity Portfolio First Trust Portfolios 27.93% 8.26% Defensive 50 Equities Trust Hennion & Walsh 18.48% 5.46% Growth at a Reasonable Price Sabrient Baker's Dozen Portfolio First Trust Portfolios -3.89% -1.75% Top UIT Investment Strategies By Investment Strategy Goal Scorecard Date 12/31/2020 © 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its ailiates makes any recommendation to buy or sell any security or any representation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may dier materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Transcript of By Investment Strategy Goal Scorecard Date 12/31/2020 3 Year … · 2021. 1. 15. · Domestic...
Domestic Equity3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
BuyWrite
Capital Strength Buy-Write Portfolio First Trust Portfolios 22.84% 6.83%
Blue Chip Covered Call Portfolio Advisors Asset Management 17.68% 5.42%
Capital Appreciation
Global Technology Leaders Invesco Capital Markets 106.17% 27.06%
Ubiquitous Opportunities Portfolio Advisors Asset Management 101.66% 26.44%
Ubiquitous Strategy Portfolio Advisors Asset Management 101.34% 26.38%
Technology Portfolio Guggenheim Funds Distributors 97.31% 25.02%
Ubiquitous Strategy Portfolio - 15 Month Advisors Asset Management 96.73% 25.38%
Technology Select Portfolio First Trust Portfolios 81.00% 21.42%
Small/Mid-Cap Advantage Portfolio Advisors Asset Management 63.60% 17.48%
Brand Favorites Focus Portfolio Advisors Asset Management 59.52% 16.75%
Multinational Titans Portfolio Guggenheim Funds Distributors 56.12% 15.52%
Peroni Growth Portfolio Advisors Asset Management 56.01% 15.70%
Defensive
Defensive Equity Portfolio First Trust Portfolios 27.93% 8.26%
Defensive 50 Equities Trust Hennion & Walsh 18.48% 5.46%
Growth at a Reasonable Price
Sabrient Baker's Dozen Portfolio First Trust Portfolios -3.89% -1.75%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Domestic Equity3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020) (Conti nued)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income & Capital Appreciation
Blue Chip Growth Portfolio Guggenheim Funds Distributors 64.66% 17.83%
S&P Target 24 Portfolio First Trust Portfolios 55.67% 15.80%
Large-Cap Core Portfolio Guggenheim Funds Distributors 45.41% 12.96%
Target Growth Portfolio First Trust Portfolios 41.37% 11.83%
Select S&P Industrial Portfolio Invesco Capital Markets 39.42% 11.42%
Select S&P Core Portfolio Invesco Capital Markets 39.35% 11.13%
Argus Dividend Growers Total Return Trust Hennion & Walsh 35.14% 10.21%
S&P Dividend Aristocrats Select 25 Strategy Portfolio Guggenheim Funds Distributors 34.26% 9.83%
Diversified Dividend & Income Portfolio Guggenheim Funds Distributors 33.02% 9.55%
Income Dividend Equity Allocation (IDEA) Portfolio First Trust Portfolios 32.10% 9.33%
Income - Dividend
Select DSIP Portfolio First Trust Portfolios 45.34% 12.84%
Dividend Sustainability Portfolio - A HIMCO Portfolio Advisors Asset Management 30.10% 8.84%
Flaherty & Crumrine Preferred Portfolio Guggenheim Funds Distributors 16.47% 5.06%
Preferred Opportunity Portfolio Invesco Capital Markets 16.39% 5.06%
Cohen & Steers Preferred Income Opportunities Portfolio Advisors Asset Management 12.06% 3.75%
Preferreds Plus Trust Hennion & Walsh 10.96% 3.45%
Preferred Income Portfolio First Trust Portfolios 10.88% 3.39%
US High Dividend Strategy Portfolio Guggenheim Funds Distributors 10.02% 2.75%
Stonebridge Preferred Income Portfolio First Trust Portfolios 7.63% 2.35%
US SMID High Dividend Strategy Portfolio Guggenheim Funds Distributors -0.16% -0.38%
Low Volatility
US Low Volatility Strategy Portfolio Guggenheim Funds Distributors 30.29% 8.89%
Minimum Volatility Equity Income Portfolio - A HIMCO Portfolio Advisors Asset Management 22.33% 6.64%
Low Volatility Portfolio First Trust Portfolios 21.37% 6.24%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Domestic Equity3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020) (Conti nued)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Manager Outlook
Top Picks Portfolio First Trust Portfolios 59.52% 16.45%
PowerPicks Portfolio Invesco Capital Markets 25.84% 7.61%
Momentum
Dorsey Wright Relative Strength Top 50 First Trust Portfolios 63.04% 17.25%
Socially Responsible
Sustainable Impact Investing Trust Hennion & Walsh 45.79% 13.07%
ESG Opportunity Portfolio Invesco Capital Markets 40.49% 11.58%
Thematic
E-Commerce Opportunity Portfolio First Trust Portfolios 120.12% 29.98%
Cloud Computing Portfolio First Trust Portfolios 96.64% 25.56%
Technological Innovation Portfolio Guggenheim Funds Distributors 94.80% 24.61%
Cybersecurity Portfolio First Trust Portfolios 92.83% 24.24%
Innovative Technology Portfolio First Trust Portfolios 90.71% 23.73%
E-Commerce Ecosystem Trust Hennion & Walsh 81.70% 21.99%
Argus Modern Innovators Trust Hennion & Walsh 80.78% 21.30%
Content Leaders Opportunity Portfolio First Trust Portfolios 79.75% 21.41%
Content Leaders Portfolio First Trust Portfolios 79.06% 21.26%
AI, Robotics & Technology Opportunity Portfolio First Trust Portfolios 68.38% 18.72%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Domestic Equity5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
BuyWrite
Blue Chip Covered Call Portfolio Advisors Asset Management 44.03% 7.57%
Capital Strength Buy-Write Portfolio First Trust Portfolios 40.47% 7.03%
Capital Appreciation
Ubiquitous Strategy Portfolio Advisors Asset Management 206.45% 25.10%
Global Technology Leaders Invesco Capital Markets 201.12% 24.67%
Technology Portfolio Guggenheim Funds Distributors 195.14% 24.17%
Technology Select Portfolio First Trust Portfolios 175.27% 22.45%
Multinational Titans Portfolio Guggenheim Funds Distributors 136.35% 18.77%
Small/Mid-Cap Advantage Portfolio Advisors Asset Management 128.17% 17.94%
Strategic Foundations of Growth Portfolio Advisors Asset Management 109.74% 15.97%
Peroni Growth Portfolio Advisors Asset Management 108.58% 15.84%
Homebuilders Recovery Select Portfolio First Trust Portfolios 102.80% 15.19%
US Capital Strength Portfolio Guggenheim Funds Distributors 102.30% 15.13%
Defensive
Defensive Equity Portfolio First Trust Portfolios 42.24% 7.30%
Defensive 50 Equities Trust Hennion & Walsh 33.48% 5.95%
Growth at a Reasonable Price
Sabrient Baker's Dozen Portfolio First Trust Portfolios 24.79% 4.53%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Domestic Equity5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020) (Conti nued)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income & Capital Appreciation
Blue Chip Growth Portfolio Guggenheim Funds Distributors 113.86% 16.42%
S&P Target 24 Portfolio First Trust Portfolios 104.05% 15.33%
Select S&P Core Portfolio Invesco Capital Markets 92.88% 14.04%
Large-Cap Core Portfolio Guggenheim Funds Distributors 92.48% 13.99%
Nasdaq® Dividend Achievers 25 Portfolio First Trust Portfolios 86.88% 13.32%
Dividend Strength Portfolio First Trust Portfolios 85.05% 13.10%
Diversified Dividend & Income Portfolio Guggenheim Funds Distributors 84.57% 13.04%
Target Growth Portfolio First Trust Portfolios 81.01% 12.60%
Select S&P Industrial Portfolio Invesco Capital Markets 79.83% 12.45%
Income Dividend Equity Allocation (IDEA) Portfolio First Trust Portfolios 79.36% 12.39%
Income - Dividend
Select DSIP Portfolio First Trust Portfolios 88.63% 13.53%
Dividend Sustainability Portfolio - A HIMCO Portfolio Advisors Asset Management 81.58% 12.67%
US High Dividend Strategy Portfolio Guggenheim Funds Distributors 54.94% 9.15%
Preferred Opportunity Portfolio Invesco Capital Markets 28.74% 5.18%
Flaherty & Crumrine Preferred Portfolio Guggenheim Funds Distributors 27.54% 4.99%
US SMID High Dividend Strategy Portfolio Guggenheim Funds Distributors 26.52% 4.82%
Cohen & Steers Preferred Income Opportunities Portfolio Advisors Asset Management 22.23% 4.10%
Preferred Income Portfolio First Trust Portfolios 17.22% 3.23%
Low Volatility
US Low Volatility Strategy Portfolio Guggenheim Funds Distributors 65.57% 10.61%
Low Volatility Portfolio First Trust Portfolios 58.82% 9.69%
Minimum Volatility Equity Income Portfolio - A HIMCO Portfolio Advisors Asset Management 57.80% 9.55%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Domestic Equity5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020) (Conti nued)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Manager Outlook
Top Picks Portfolio First Trust Portfolios 112.48% 16.27%
PowerPicks Portfolio Invesco Capital Markets 59.36% 9.77%
Momentum
Dorsey Wright Relative Strength Top 50 First Trust Portfolios 99.21% 14.78%
Socially Responsible
Sustainable Impact Investing Trust Hennion & Walsh 89.80% 13.67%
Thematic
Cloud Computing Portfolio First Trust Portfolios 197.66% 24.38%
Technological Innovation Portfolio Guggenheim Funds Distributors 162.68% 21.31%
Innovative Technology Portfolio First Trust Portfolios 144.16% 19.55%
Cybersecurity Portfolio First Trust Portfolios 131.59% 18.29%
American Innovation Leaders Portfolio Invesco Capital Markets 130.80% 18.21%
Water Utility & Infrastructure Select Portfolio First Trust Portfolios 111.97% 16.21%
American Infrastructure Growth Portfolio Invesco Capital Markets 106.51% 15.61%
Bulldog Portfolio- A CJL LLC Portfolio Advisors Asset Management 105.45% 15.49%
Aerospace/Defense Opportunities Portfolio Advisors Asset Management 84.57% 13.04%
Richard Bernstein Advisors Tactical Series, American IndustrialRenaissance® First Trust Portfolios 79.91% 12.46%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Domestic Equity10 Year Com posi te Perform ance (12/30/2010 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
BuyWrite
Blue Chip Covered Call Portfolio Advisors Asset Management 69.84% 5.40%
Capital Appreciation
Technology Portfolio Guggenheim Funds Distributors 399.42% 17.40%
Global Technology Leaders Invesco Capital Markets 391.26% 17.22%
Technology Select Portfolio First Trust Portfolios 352.15% 16.25%
Health Care Portfolio Guggenheim Funds Distributors 317.52% 15.28%
Health Care Opportunities Portfolio Advisors Asset Management 298.22% 14.74%
Health Care Select Portfolio First Trust Portfolios 273.43% 13.98%
Capital Strength Portfolio First Trust Portfolios 253.79% 13.41%
Diversified Healthcare Portfolio Invesco Capital Markets 236.34% 12.77%
SMid Capital Strength Portfolio First Trust Portfolios 213.20% 12.08%
Dividend Sustainability Portfolio Invesco Capital Markets 209.20% 11.86%
Defensive
Defensive Equity Portfolio First Trust Portfolios 191.56% 11.20%
Income & Capital Appreciation
Select S&P Core Portfolio Invesco Capital Markets 297.58% 14.69%
S&P Target 24 Portfolio First Trust Portfolios 295.33% 14.69%
Select S&P Industrial Portfolio Invesco Capital Markets 259.97% 13.59%
The Dividend Income Value Strategy Portfolio Advisors Asset Management 235.20% 12.79%
Large-Cap Core Portfolio Guggenheim Funds Distributors 222.63% 12.35%
Dividend Income & Value Portfolio Invesco Capital Markets 210.34% 11.88%
Diversified Dividend & Income Portfolio Guggenheim Funds Distributors 209.91% 11.87%
Dividend Strength Portfolio First Trust Portfolios 202.72% 11.66%
Utility Income Portfolio Invesco Capital Markets 183.22% 10.81%
Target Growth Portfolio First Trust Portfolios 179.72% 10.80%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Domestic Equity10 Year Com posi te Perform ance (12/30/2010 - 12/31/2020) (Conti nued)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income - Dividend
Select DSIP Portfolio First Trust Portfolios 209.36% 11.86%
Preferred Opportunity Portfolio Invesco Capital Markets 67.51% 5.27%
Flaherty & Crumrine Preferred Portfolio Guggenheim Funds Distributors 63.29% 5.00%
Cohen & Steers Preferred Income Opportunities Portfolio Advisors Asset Management 60.69% 4.84%
Preferred Income Portfolio First Trust Portfolios 40.34% 3.43%
Manager Outlook
PowerPicks Portfolio Invesco Capital Markets 157.64% 9.85%
Thematic
Water Utility & Infrastructure Select Portfolio First Trust Portfolios 188.00% 11.08%
Agri-Business Opportunities Portfolio Advisors Asset Management 93.35% 6.74%
Banking Opportunity Portfolio First Trust Portfolios 81.23% 6.06%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Global Equity3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Capital Appreciation
Global Technology Portfolio Advisors Asset Management 107.98% 27.10%
Market Strength Allocation Select Portfolio First Trust Portfolios 38.73% 11.21%
Market Strength Allocation Opportunity Portfolio First Trust Portfolios 32.92% 9.63%
Dow Jones Global Titans Portfolio First Trust Portfolios 28.84% 8.65%
Global Dividend Sustainability Portfolio Invesco Capital Markets 23.36% 7.05%
Global Commodities Opportunity Portfolio First Trust Portfolios 3.57% 0.90%
Energy Opportunities Portfolio Advisors Asset Management -40.08% -15.87%
Energy Select Portfolio First Trust Portfolios -41.24% -16.39%
Income & Capital Appreciation
Technology Dividend Portfolio First Trust Portfolios 73.75% 19.74%
New World Leaders Portfolio Invesco Capital Markets 38.02% 11.01%
Global 45 Dividend Strategy Portfolio Invesco Capital Markets 17.64% 5.43%
Global High Dividend Portfolio Invesco Capital Markets 14.03% 4.16%
Global Basic Materials Portfolio Advisors Asset Management 9.58% 2.58%
Target Diversified Global Allocation Portfolio First Trust Portfolios 9.21% 2.72%
Global Dividend Portfolio First Trust Portfolios 5.09% 1.47%
Global Dividend Strategy Portfolio - A HIMCO Portfolio Advisors Asset Management 4.45% 1.29%
High 20 Dividend Strategy Trust Hennion & Walsh 4.29% 1.17%
High Dividend Equity Allocation Portfolio First Trust Portfolios 2.04% 0.46%
Thematic
Global Water Portfolio Invesco Capital Markets 32.16% 9.57%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Global Equity5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Capital Appreciation
Global Technology Portfolio Advisors Asset Management 225.48% 26.62%
Market Strength Allocation Select Portfolio First Trust Portfolios 85.03% 13.10%
Dow Jones Global Titans Portfolio First Trust Portfolios 63.39% 10.32%
Global Dividend Sustainability Portfolio Invesco Capital Markets 52.04% 8.74%
Global Commodities Opportunity Portfolio First Trust Portfolios 48.03% 8.16%
Energy Opportunities Portfolio Advisors Asset Management -22.65% -5.01%
Energy Select Portfolio First Trust Portfolios -28.43% -6.47%
Income & Capital Appreciation
Technology Dividend Portfolio First Trust Portfolios 183.58% 23.18%
New World Leaders Portfolio Invesco Capital Markets 87.37% 13.38%
Global Basic Materials Portfolio Advisors Asset Management 75.65% 11.93%
Global 45 Dividend Strategy Portfolio Invesco Capital Markets 48.85% 8.28%
Global High Dividend Portfolio Invesco Capital Markets 48.48% 8.23%
Target Diversified Global Allocation Portfolio First Trust Portfolios 40.62% 7.06%
Global Dividend Strategy Portfolio - A HIMCO Portfolio Advisors Asset Management 36.55% 6.43%
High Dividend Equity Allocation Portfolio First Trust Portfolios 32.63% 5.81%
Global Dividend Portfolio First Trust Portfolios 32.03% 5.71%
High 20 Dividend Strategy Trust Hennion & Walsh 25.70% 4.68%
Thematic
Global Water Portfolio Invesco Capital Markets 80.59% 12.55%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Global Equity10 Year Com posi te Perform ance (12/30/2010 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Capital Appreciation
Global Technology Portfolio Advisors Asset Management 411.36% 17.72%
Global Commodities Opportunity Portfolio First Trust Portfolios -21.31% -2.30%
Energy Select Portfolio First Trust Portfolios -42.12% -5.24%
Energy Opportunities Portfolio Advisors Asset Management -47.97% -6.27%
Income & Capital Appreciation
Global 45 Dividend Strategy Portfolio Invesco Capital Markets 136.25% 8.96%
Global Dividend Portfolio First Trust Portfolios 74.20% 5.67%
Global Basic Materials Portfolio Advisors Asset Management 51.36% 4.24%
Target Global Dividend Leaders Portfolio First Trust Portfolios 37.34% 3.20%
Energy Portfolio Invesco Capital Markets -31.23% -3.58%
Thematic
Global Water Portfolio Invesco Capital Markets 138.51% 9.05%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Foreign Equity3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Capital Appreciation
International Capital Strength Portfolio First Trust Portfolios 32.21% 9.55%
BRIC Advantage Portfolio Advisors Asset Management 30.69% 8.46%
European Capital Strength Portfolio Guggenheim Funds Distributors 24.63% 7.84%
Strategic International Opportunity Portfolio First Trust Portfolios 13.63% 4.35%
European Dividend Sustainability Portfolio Invesco Capital Markets 13.20% 4.51%
Emerging Markets Strength Portfolio First Trust Portfolios 7.68% 1.87%
Income & Capital Appreciation
European Select Portfolio - A CJL LLC Portfolio Advisors Asset Management 8.91% 2.92%
International High 30 Dividend Portfolio Advisors Asset Management -0.48% -0.13%
EAFE Select 20 Portfolio Invesco Capital Markets -2.07% -0.53%
International High Dividend Equity Portfolio First Trust Portfolios -2.82% -0.98%
Emerging Markets Dividend Portfolio Invesco Capital Markets -5.46% -1.77%
International Dividend Strategy Portfolio Guggenheim Funds Distributors -5.54% -1.81%
European Deep Value Dividend Portfolio First Trust Portfolios -5.64% -1.63%
Emerging Markets Dividend Strategy Portfolio Guggenheim Funds Distributors -8.23% -2.81%
Income - Dividend
Emerging Markets Dividend Portfolio Advisors Asset Management 11.22% 3.26%
Momentum
Dorsey Wright International Momentum Trust Hennion & Walsh 5.27% 1.71%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Foreign Equity5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Capital Appreciation
BRIC Advantage Portfolio Advisors Asset Management 123.78% 17.48%
International Capital Strength Portfolio First Trust Portfolios 74.64% 11.80%
European Capital Strength Portfolio Guggenheim Funds Distributors 51.58% 8.67%
Emerging Markets Strength Portfolio First Trust Portfolios 38.39% 6.71%
European Dividend Sustainability Portfolio Invesco Capital Markets 23.73% 4.35%
Income & Capital Appreciation
Emerging Markets Dividend Portfolio Invesco Capital Markets 41.46% 7.18%
International Dividend Strategy Portfolio Guggenheim Funds Distributors 33.35% 5.93%
International High 30 Dividend Portfolio Advisors Asset Management 32.83% 5.84%
European Select Portfolio - A CJL LLC Portfolio Advisors Asset Management 27.60% 5.00%
Emerging Markets Dividend Strategy Portfolio Guggenheim Funds Distributors 21.71% 4.01%
European Deep Value Dividend Portfolio First Trust Portfolios 18.63% 3.48%
International High Dividend Equity Portfolio First Trust Portfolios 18.15% 3.39%
EAFE Select 20 Portfolio Invesco Capital Markets 9.39% 1.81%
Income - Dividend
Emerging Markets Dividend Portfolio Advisors Asset Management 48.65% 8.25%
Momentum
Dorsey Wright International Momentum Trust Hennion & Walsh 28.24% 5.10%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Foreign Equity10 Year Com posi te Perform ance (12/30/2010 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Capital Appreciation
International Capital Strength Portfolio First Trust Portfolios 152.48% 9.72%
BRIC Advantage Portfolio Advisors Asset Management 83.22% 6.26%
Emerging Markets Strength Portfolio First Trust Portfolios 50.79% 4.19%
Income & Capital Appreciation
EAFE Select 20 Portfolio Invesco Capital Markets 19.72% 1.89%
International High Dividend Equity Portfolio First Trust Portfolios 15.74% 1.48%
International Dividend Strategy Portfolio Guggenheim Funds Distributors 14.34% 1.42%
International High 30 Dividend Portfolio Advisors Asset Management 8.64% 0.87%
Fund of Funds - ETFs3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Capital Appreciation
FT Equity Allocation ETF Model Portfolio First Trust Portfolios 25.03% 7.60%
Diversified Assets Portfolio First Trust Portfolios 21.44% 6.44%
Income & Capital Appreciation
ETF Growth and Income Portfolio First Trust Portfolios 24.31% 7.37%
Limited Duration Fixed Income ETF Portfolio First Trust Portfolios 7.60% 2.41%
ETF Diversified Income Portfolio Invesco Capital Markets 5.37% 1.64%
Income - Interest
Diversified Credit Portfolio of ETFs Guggenheim Funds Distributors 12.58% 3.96%
Diversified Fixed Income ETF Portfolio First Trust Portfolios 9.34% 2.96%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Fund of Funds - ETFs5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Capital Appreciation
FT Equity Allocation ETF Model Portfolio First Trust Portfolios 66.61% 10.75%
Diversified Assets Portfolio First Trust Portfolios 46.36% 7.92%
Income & Capital Appreciation
ETF Growth and Income Portfolio First Trust Portfolios 55.95% 9.29%
ETF Diversified Income Portfolio Invesco Capital Markets 25.58% 4.66%
Limited Duration Fixed Income ETF Portfolio First Trust Portfolios 17.21% 3.23%
Income - Interest
Diversified Credit Portfolio of ETFs Guggenheim Funds Distributors 27.13% 4.92%
Diversified Fixed Income ETF Portfolio First Trust Portfolios 20.03% 3.72%
Fund of Funds - ETFs10 Year Com posi te Perform ance (12/30/2010 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Capital Appreciation
Diversified Assets Portfolio First Trust Portfolios 81.67% 6.12%
Income & Capital Appreciation
ETF Growth and Income Portfolio First Trust Portfolios 109.07% 7.64%
ETF Diversified Income Portfolio Invesco Capital Markets 44.36% 3.73%
Income - Interest
Diversified Fixed Income ETF Portfolio First Trust Portfolios 28.53% 2.53%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Fund of Funds - CEFs3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Aggressive Income
Corporate High Yield & Income Portfolio of CEFs Guggenheim Funds Distributors 12.88% 3.91%
High-Yield Income Closed-End Portfolio First Trust Portfolios 8.66% 2.63%
Closed-End Strategy: Master Income Portfolio Invesco Capital Markets 7.76% 2.34%
Strategic Income Advantage Select, Closed-End Portfolio First Trust Portfolios 7.32% 2.24%
Closed-End Strategy: Senior Loan and Limited Duration Portfolio Invesco Capital Markets 5.46% 1.65%
Tactical Plus Closed-End Portfolio - 15 Month Advisors Asset Management 5.13% 1.46%
Cohen & Steers Senior Variable Rate and Income Closed-End Portfolio Advisors Asset Management 4.43% 1.27%
Strategic Income Advantage Opportunity, Closed-End Portfolio First Trust Portfolios 4.17% 1.25%
Diversified High Income Closed-End Portfolio First Trust Portfolios 3.83% 1.07%
Senior Loan & Income Portfolio of CEFs Guggenheim Funds Distributors 3.43% 1.10%
Income & Capital Appreciation
Closed-End Convertible & Income Portfolio Guggenheim Funds Distributors 48.44% 13.86%
Closed-End Strategy: Select Opportunity Portfolio Invesco Capital Markets 19.04% 5.73%
Equity & Income Portfolio of CEFs Guggenheim Funds Distributors 18.77% 5.66%
Strategic Income Portfolio Guggenheim Funds Distributors 15.27% 4.62%
Cohen & Steers Equity Dividend & Income Closed-End Portfolio Advisors Asset Management 8.56% 2.49%
Strategic Income Select Closed-End Portfolio First Trust Portfolios 7.66% 2.33%
Closed-End Strategy: Value Equity and Income Portfolio Invesco Capital Markets 6.94% 2.05%
Strategic Income Closed-End Portfolio First Trust Portfolios 5.82% 1.73%
Tactical Income Closed-End Portfolio Advisors Asset Management 5.76% 1.66%
U.S. Equity Closed-End Portfolio First Trust Portfolios 5.00% 1.52%
Income - Dividend
Equity Closed-End Portfolio First Trust Portfolios 1.50% 0.37%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Fund of Funds - CEFs3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020) (Conti nued)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income - Interest
Cohen & Steers Municipal Closed-End Portfolio Advisors Asset Management 16.96% 4.97%
Cohen & Steers California Municipal Closed-End Portfolio Advisors Asset Management 14.92% 4.57%
National Municipal Portfolio of CEFs Guggenheim Funds Distributors 13.65% 4.01%
Closed-End Strategy: Master Municipal Income Portfolio - CaliforniaSeries Invesco Capital Markets 12.82% 3.91%
Closed-End Strategy: Master Municipal Income Portfolio - National Series Invesco Capital Markets 12.34% 3.60%
Tax-Advantaged Municipal Closed-End Portfolio First Trust Portfolios 11.49% 3.39%
California Municipal Portfolio of CEFs Guggenheim Funds Distributors 11.38% 3.48%
Municipal Income Select, Closed-End Portfolio First Trust Portfolios 11.21% 3.19%
California Municipal Income Select Closed-End Portfolio First Trust Portfolios 11.03% 3.38%
Closed-End Strategy: Master Municipal Income Portfolio - New YorkSeries Invesco Capital Markets 10.35% 3.13%
Low Valuation/Discount
Discount Opportunity Strategy Portfolio of CEFs Guggenheim Funds Distributors 11.87% 3.50%
Volatility Hedged
Cohen & Steers Covered Call & Income Strategies Closed-End Portfolio Advisors Asset Management 19.96% 5.97%
Closed-End Strategy: Covered Call Income Portfolio Invesco Capital Markets 16.61% 4.92%
Covered Call & Income Portfolio of CEFs Guggenheim Funds Distributors 15.60% 4.73%
Covered Call Select Closed-End Portfolio First Trust Portfolios 7.15% 2.11%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Fund of Funds - CEFs5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Aggressive Income
Corporate High Yield & Income Portfolio of CEFs Guggenheim Funds Distributors 50.00% 8.45%
Closed-End Strategy: Master Income Portfolio Invesco Capital Markets 39.62% 6.90%
Tactical Plus Closed-End Portfolio - 15 Month Advisors Asset Management 33.82% 6.00%
Closed-End Strategy: Senior Loan and Limited Duration Portfolio Invesco Capital Markets 30.81% 5.52%
Diversified High Income Closed-End Portfolio First Trust Portfolios 28.33% 5.12%
High-Yield Income Closed-End Portfolio First Trust Portfolios 28.32% 5.11%
Senior Loan & Income Portfolio of CEFs Guggenheim Funds Distributors 27.31% 4.95%
Global Bond Income Closed-End Portfolio First Trust Portfolios 25.85% 4.71%
Cohen & Steers Senior Variable Rate and Income Closed-End Portfolio Advisors Asset Management 25.37% 4.63%
Senior Loan & Limited Duration Closed-End Portfolio First Trust Portfolios 23.88% 4.38%
Income & Capital Appreciation
Closed-End Convertible & Income Portfolio Guggenheim Funds Distributors 97.50% 14.58%
Equity & Income Portfolio of CEFs Guggenheim Funds Distributors 58.25% 9.62%
Closed-End Strategy: Select Opportunity Portfolio Invesco Capital Markets 51.17% 8.62%
Strategic Income Portfolio Guggenheim Funds Distributors 50.11% 8.46%
Cohen & Steers Equity Dividend & Income Closed-End Portfolio Advisors Asset Management 40.32% 7.01%
Closed-End Strategy: Value Equity and Income Portfolio Invesco Capital Markets 37.82% 6.63%
Tactical Income Closed-End Portfolio Advisors Asset Management 37.38% 6.56%
Strategic Income Select Closed-End Portfolio First Trust Portfolios 30.81% 5.52%
Portfolio of Closed-End Fund Opportunities Trust Hennion & Walsh 29.27% 5.27%
Strategic Income Closed-End Portfolio First Trust Portfolios 25.30% 4.61%
Income - Dividend
Equity Closed-End Portfolio First Trust Portfolios 19.01% 3.54%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Fund of Funds - CEFs5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020) (Conti nued)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income - Interest
Cohen & Steers Municipal Closed-End Portfolio Advisors Asset Management 26.25% 4.77%
National Municipal Portfolio of CEFs Guggenheim Funds Distributors 21.24% 3.93%
Closed-End Strategy: Master Municipal Income Portfolio - National Series Invesco Capital Markets 19.66% 3.66%
Cohen & Steers California Municipal Closed-End Portfolio Advisors Asset Management 16.37% 3.08%
Municipal Income Select, Closed-End Portfolio First Trust Portfolios 14.91% 2.82%
California Municipal Portfolio of CEFs Guggenheim Funds Distributors 14.56% 2.76%
Tax-Advantaged Municipal Closed-End Portfolio First Trust Portfolios 13.96% 2.65%
Closed-End Strategy: Master Municipal Income Portfolio - CaliforniaSeries Invesco Capital Markets 13.31% 2.53%
New York Municipal Portfolio of CEFs Guggenheim Funds Distributors 13.00% 2.47%
Closed-End Strategy: Master Municipal Income Portfolio - New YorkSeries Invesco Capital Markets 11.25% 2.15%
Low Valuation/Discount
Discount Opportunity Strategy Portfolio of CEFs Guggenheim Funds Distributors 43.38% 7.47%
Volatility Hedged
Closed-End Strategy: Covered Call Income Portfolio Invesco Capital Markets 51.86% 8.72%
Covered Call & Income Portfolio of CEFs Guggenheim Funds Distributors 44.87% 7.70%
Covered Call Select Closed-End Portfolio First Trust Portfolios 28.69% 5.17%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Fund of Funds - CEFs10 Year Com posi te Perform ance (12/30/2010 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Aggressive Income
Corporate High Yield & Income Portfolio of CEFs Guggenheim Funds Distributors 72.91% 5.60%
Closed-End Strategy: Master Income Portfolio Invesco Capital Markets 62.53% 4.95%
Closed-End Strategy: Senior Loan and Limited Duration Portfolio Invesco Capital Markets 41.73% 3.52%
Senior Loan & Income Portfolio of CEFs Guggenheim Funds Distributors 39.39% 3.37%
High-Yield Income Closed-End Portfolio First Trust Portfolios 33.51% 2.91%
Strategic Income Advantage Select, Closed-End Portfolio First Trust Portfolios 31.52% 2.74%
Income Allocation Closed-End Portfolio First Trust Portfolios 26.55% 2.36%
Senior Loan & Limited Duration Opportunities Closed-End Portfolio First Trust Portfolios 17.48% 1.60%
Income & Capital Appreciation
Closed-End Convertible & Income Portfolio Guggenheim Funds Distributors 126.52% 8.53%
Equity & Income Portfolio of CEFs Guggenheim Funds Distributors 108.20% 7.57%
Strategic Income Portfolio Guggenheim Funds Distributors 79.16% 5.97%
Cohen & Steers Equity Dividend & Income Closed-End Portfolio Advisors Asset Management 74.50% 5.69%
Tactical Income Closed-End Portfolio Advisors Asset Management 71.88% 5.54%
Closed-End Strategy: Value Equity and Income Portfolio Invesco Capital Markets 55.77% 4.51%
Strategic Income Closed-End Portfolio First Trust Portfolios 27.24% 2.41%
Global Equity Income Closed-End Portfolio First Trust Portfolios 9.90% 0.96%
Income - Dividend
Equity Closed-End Portfolio First Trust Portfolios 32.12% 2.82%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Fund of Funds - CEFs10 Year Com posi te Perform ance (12/30/2010 - 12/31/2020) (Conti nued)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income - Interest
Cohen & Steers Municipal Closed-End Portfolio Advisors Asset Management 79.64% 5.96%
Cohen & Steers California Municipal Closed-End Portfolio Advisors Asset Management 78.10% 5.92%
National Municipal Portfolio of CEFs Guggenheim Funds Distributors 77.16% 5.82%
California Municipal Portfolio of CEFs Guggenheim Funds Distributors 75.72% 5.78%
Closed-End Strategy: Master Municipal Income Portfolio - CaliforniaSeries Invesco Capital Markets 74.50% 5.69%
Closed-End Strategy: Master Municipal Income Portfolio - National Series Invesco Capital Markets 71.09% 5.45%
Municipal Income Select, Closed-End Portfolio First Trust Portfolios 54.84% 4.39%
New York Municipal Portfolio of CEFs Guggenheim Funds Distributors 54.43% 4.39%
Tax-Advantaged Municipal Closed-End Portfolio First Trust Portfolios 53.22% 4.31%
Closed-End Strategy: Master Municipal Income Portfolio - New YorkSeries Invesco Capital Markets 46.17% 3.82%
Volatility Hedged
Covered Call & Income Portfolio of CEFs Guggenheim Funds Distributors 94.67% 6.86%
Closed-End Strategy: Covered Call Income Portfolio Invesco Capital Markets 89.69% 6.56%
Covered Call Select Closed-End Portfolio First Trust Portfolios 44.05% 3.68%
Multi-Asset Allocation3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Aggressive Income
MLP Closed-End Fund and Energy Portfolio First Trust Portfolios -49.78% -20.60%
Capital Appreciation
NDR Precious Metals & Miners Portfolio Guggenheim Funds Distributors 42.85% 12.16%
Defensive
Defensive Equity & Income Portfolio Invesco Capital Markets 10.27% 3.01%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Multi-Asset Allocation3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020) (Conti nued)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income & Capital Appreciation
Private Client Equity Trust First Trust Portfolios 28.92% 8.47%
Balanced Dividend Sustainability & Income Portfolio Invesco Capital Markets 24.18% 7.21%
75/25 Strategic Allocation Portfolio First Trust Portfolios 19.61% 5.94%
Floating Rate & Dividend Growth Portfolio Guggenheim Funds Distributors 19.56% 5.86%
Core Four 60/40 Retirement Portfolio Guggenheim Funds Distributors 18.49% 5.58%
60/40 Strategic Allocation Portfolio First Trust Portfolios 17.80% 5.43%
Dividend Growers and Tax-Advantaged Income Portfolio First Trust Portfolios 15.74% 4.70%
40/60 Strategic Allocation Portfolio First Trust Portfolios 15.05% 4.64%
Global Balanced Income Builder Portfolio Guggenheim Funds Distributors 13.85% 4.28%
Balanced Income Equity and ETF Portfolio First Trust Portfolios 12.79% 3.86%
Income - Interest
Municipal Advantage Closed-End and ETF Portfolio First Trust Portfolios 10.84% 3.35%
Income & Treasury Limited Duration Portfolio of Funds Guggenheim Funds Distributors 10.03% 3.12%
Multi-Asset Allocation5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Aggressive Income
MLP Closed-End Fund and Energy Portfolio First Trust Portfolios -35.43% -8.38%
Capital Appreciation
NDR Precious Metals & Miners Portfolio Guggenheim Funds Distributors 133.61% 18.49%
Defensive
Defensive Equity & Income Portfolio Invesco Capital Markets 39.90% 6.95%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Multi-Asset Allocation5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020) (Conti nued)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income & Capital Appreciation
Private Client Equity Trust First Trust Portfolios 79.33% 12.39%
75/25 Strategic Allocation Portfolio First Trust Portfolios 49.77% 8.41%
Floating Rate & Dividend Growth Portfolio Guggenheim Funds Distributors 48.80% 8.27%
Balanced Income Select Portfolio First Trust Portfolios 45.05% 7.72%
60/40 Strategic Allocation Portfolio First Trust Portfolios 44.33% 7.61%
Global Balanced Income Builder Portfolio Guggenheim Funds Distributors 42.48% 7.34%
Balanced Income Equity and ETF Portfolio First Trust Portfolios 42.01% 7.27%
Strategic Dividend Select Portfolio First Trust Portfolios 41.04% 7.12%
Diversified Income Portfolio First Trust Portfolios 39.25% 6.85%
Dividend Growers and Tax-Advantaged Income Portfolio First Trust Portfolios 38.56% 6.74%
Income - Interest
Income & Treasury Limited Duration Portfolio of Funds Guggenheim Funds Distributors 30.93% 5.54%
Municipal Advantage Closed-End and ETF Portfolio First Trust Portfolios 11.40% 2.18%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Multi-Asset Allocation10 Year Com posi te Perform ance (12/30/2010 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Aggressive Income
MLP Closed-End Fund and Energy Portfolio First Trust Portfolios -41.81% -5.33%
Income & Capital Appreciation
75/25 Strategic Allocation Portfolio First Trust Portfolios 126.14% 8.47%
60/40 Strategic Allocation Portfolio First Trust Portfolios 104.31% 7.38%
Balanced Income Select Portfolio First Trust Portfolios 100.87% 7.16%
Balanced Portfolio Advisors Asset Management 82.18% 6.16%
Interest Rate Hedge Portfolio First Trust Portfolios 47.00% 3.86%
Zacks Income Advantage Strategy Portfolio Guggenheim Funds Distributors 5.22% 0.45%
Income - Interest
Income & Treasury Limited Duration Portfolio of Funds Guggenheim Funds Distributors 48.28% 3.99%
Municipal Advantage Closed-End and ETF Portfolio First Trust Portfolios 36.66% 3.15%
Fixed Income - Taxable3 Year Com posi te Perform ance (12/29/2017 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income - Interest
Advisors Corporate Trust - Navellier/Dial High Income OpportunitiesPortfolio Advisors Asset Management 11.09% 3.56%
Investment Grade Corporate Trust, 3-7 Year Invesco Capital Markets 4.40% 1.45%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
Fixed Income - Taxable5 Year Com posi te Perform ance (12/31/2015 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income - Interest
Advisors Corporate Trust - Navellier/Dial High Income OpportunitiesPortfolio Advisors Asset Management 24.95% 4.56%
Investment Grade Corporate Trust, 3-7 Year Invesco Capital Markets 11.56% 2.21%
Fixed Income - Taxable10 Year Com posi te Perform ance (12/30/2010 - 12/31/2020)
Stra te gy Na me Sponsor Stra te gy Cum. R e t. Sta te gy CAGR
Income - Interest
Advisors Corporate Trust - Navellier/Dial High Income OpportunitiesPortfolio Advisors Asset Management 39.39% 3.38%
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
DisclosureData Sources: First Trust Portfolios, Guggenheim Investments, Advisors AssetManagement, Hennion & Walsh.
Cumulative returns of the unit investment trust strategy are based ondistributions received in cash and recognized on the ex -dividend date duringthe life of the unit investment trust. Historical strategy performance is derived byutilizing the average daily performance of the outstanding series of a UITstrategy. Returns are calculated excluding the Transactional Sales Charges foreach unit investment trust series but does reflect the Creation & DevelopmentFee and trust operating expenses as incurred for each unit investment trust seriesincluded in the calculation. The returns do not adjust for taxes. If adjusted ortaxes, the e�ects of taxation would reduce the performance depicted.
Past performance is no indicator of future results. Investment return andprincipal value will fluctuate with changes in market conditions. We make noassurance that any investment product based on an index will accurately trackindex performance or provide positive investment returns. An investment inunits of a unit investment trust and continuing the investment in units ofsubsequent series of unit investment trust strategy, when redeemed may beworth more or less than their original investment.
Any written analysis appearing herein are statements of opinion and notstatements of fact. The data and information contained herein has beenobtained from sources believed to be reliable. However, we do not warrant the
accuracy or completeness of any information, data or analysis contained hereinand we provide no assurance that the content of this material is, in fact, accurate.This information, data, analysis and any opinions contained herein are forinformational purposes only and does not constitute investment advice or arecommendation to buy, sell or hold a securities product or strategy.
All investments carry a certain degree of risk and there is no assurance that aninvestment will provide positive performance over any time period. Pastperformance is not indicative of future results and should never be relied uponin making an investment decision or recommendation.
Investors should consider the investment objectives, risks, charges and expensesof the unit investment trust(s) carefully before investing. The prospectuscontains this and other information about the unit investment trust(s). This maynot contain a complete discussion of investment terms or risks and you shouldonly rely on the information contained in relevant prospectus and/or o�eringdocumentation prior to purchasing an investment product or making arecommendation to a customer. To obtain a prospectus, investors shouldcontact their financial advisor. Please read the prospectus carefully beforeinvesting.
Top UIT Investment StrategiesBy I nvestm ent S trategy G oal Scorecard Date 12/31/2020
© 2021 Nasdaq Information Services, LLC. All Rights Reserved. Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should beconstrued as investment advice, either on behalf of a unit investment trust (UIT), particular security or an overall investment strategy. Neither Nasdaq Information Services, LLC nor any of its a�iliates makes any recommendation to buy or sell any security or anyrepresentation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may di�er materially from those expressed or implied. Pastperformance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.
