- Research & Tools
- Strategies & Ranks
- Investor Tools
- Indices & UITs
- Sabrient Indices
- UITs & ETFs (First Trust)
- UITs (TSC Capital)
- About Us
Sabrient Baker's Dozen Series
Sponsored by First Trust Portfolios, L.P.
|Portfolio Name||Ticker||Initial Offer Date||Product Literature||Termination Date|
|Baker's Dozen 2017, Primary||FDNWFX||01/17/17||02/28/28|
|Baker's Dozen August 2016 Series||FPAQJX||08/15/16||---||09/15/17|
|Baker's Dozen 2016||FHMRWX||01/15/16||---||02/24/17|
|Baker's Dozen 2013||FNEWSX||01/11/13||Terminated February. 12, 2014 1|
|Baker's Dozen 2014||FEHLOX||01/13/14||Terminated February 17, 2015 2|
|Baker's Dozen 2015||FNHTMX||01/14/15||Terminated February 19, 2016 3|
|Baker's Dozen, August 2015 Series||FELCRX||08/13/15||Terminated September 13, 2016 4|
1 Initial offer price per unit: $10.00; termination price $15.2501.
2 Initial offer price per unit: $10.00; termination price: $12.1493.
3 Initial offer price per unit: $10.00; termination price $8.5178.
4 Initial offer price per unit: $10.00; termination price $8.4394.
For more information: Click the UIT name which will take you to the First Trust website or enter the symbol at the First Trust website.
DESCRIPTION: The Sabrient Baker's Dozen UIT Series is a turnkey product based on the Sabrient Baker's Dozen portfolios that were originally launched in 2009 and have outperformed the S&P 500 Index for five consecutive years (You can see the historical performance of the 2009 - 2013 portfolios here.)
The Baker's Dozen UIT seeks above-average capital appreciation by investing in 13-top ranked stocks that represent a cross-section of industries that Sabrient believes are positioned to perform well throughout the year. The stocks are basically GARP stocks—stocks that represent growth at a reasonable price.