New Rising Rate Portfolio Launched 

Santa Barbara, CA – August 12, 2019: A new Sabrient Rising Rate UIT Portfolio (FEQZDX), 12th in the series, was launched by First Trust Portfolios on August 12, 2019. The portfolio will terminate on August 12, 2021.

Historically, certain stocks have outperformed the market in periods during which longer-term Treasury bonds have rising yields, and Sabrient believes 10-year and longer Treasury yields are likely to rise over the next several years. The Sabrient Rising Rate Portfolio is a unit investment trust that seeks to find companies that Sabrient believes are positioned to perform well in environments of rising Treasury yields.

The strategy includes the Sabrient Earnings Quality Rank (EQR), a proprietary forensic accounting factor that ranks the conservatism of a company’s accounting. Companies with aggressive accounting practices are penalized in the rankings, while companies with overly aggressive accounting practices are eliminated in an effort to avoid companies that could be overstating or even “creating” the reported growth.

The Rising Rate Series was originally launched in June 2015, replacing the Weak Treasury Series. A list of all Rising Rate UIT portfolios here with links to their performance pages on First Trust Portfolios.

To follow the performance of this portfolio or to obtain an FAQ or prospectus, go to the First Trust Portfolios website and enter the portfolio ticker.


Sabrient Systems is an independent investment research firm offering both quantitative and qualitative research. Sabrient uses a fundamentals-based, quantitative approach to build powerful investment strategies for the creation of stock indices (tracked by ETFs), unit investment trusts (UITs), and other types of investable products for portfolio managers and fund sponsors. These strategies are also used to create rankings and ratings on more than 5,000 equities, resulting in investor products for retail customers of brokerage firms, professional advisors, and private wealth managers. Sabrient’s subsidiary Gradient Analytics, acquired in 2011, offers expertise in financial analysis, forensic accounting, and executive behavior. Sabrient is based in Santa Barbara, California.

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