Resources

 

Unit Investment Trusts

Title Approval Code Expiration
Advantages of UITs ML24-001939 2/28/2025
Dividend Growers: Quality Companies that Offer Growth and Income Potential ML24-005693 7/31/2025
Equity Market Views ML24-003931 4/30/2025
The Benefits of Blue Chip Investing: Reputation, Stability, Growth ML24-003601 5/28/2025
Today’s Tech for Tomorrow’s Growth: Two Approaches to Access this Dynamic Sector ML24-015373 12/30/2025
Strategy Reports (FP USE ONLY) Approval Code Expiration
Blue Chip Dividend Portfolio ML25-000658 12/31/2025
Convertible & Income Portfolio of Funds Strategy ML25-000666 12/31/2025
Blue Chip Growth Portfolio ML25-000663 12/31/2025
Blue Chip Value Portfolio ML24-005176 6/30/2025
Convertible & Income Portfolio of Funds Strategy ML25-000666 12/31/2025
Covered Call & Income Portfolio of CEFs ML24-005175 6/30/2025
Diversified Dividend & Income Portfolio ML25-000664 12/31/2025
Dividend Strength Portfolio ML25-000659 12/31/2025
Dow 50 Value Dividend Focus Portfolio ML24-005165 6/30/2025
Health Care Portfolio ML24-005174 6/30/2025
Large Cap Core Portfolio ML25-000660 12/31/2025
S&P Dividend Aristocrats Select 25 Strategy Portfolio ML25-000665 12/31/2025
SMid Dividend Strength Portfolio ML25-000659 12/31/2025
Technological Innovation Portfolio ML25-000661 12/31/2025
US Capital Strength Portfolio ML25-000662 12/31/2025

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