New Sabrient Small Cap Growth UIT Launched 

Santa Barbara, CA – September 13, 2019: A new Small Cap Growth UIT Portfolio (FBWLTX), 24th in the series, was launched on September 13, 2019. The portfolio will terminate December 14, 2020.

The Sabrient Small Cap Growth UIT Series invests in 50 top-ranked small-cap stocks representing a cross-section of industries that Sabrient believes are positioned to perform well in the coming year. The stocks are GARP stocks – stocks that represent "growth at a reasonable price."

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 Small Cap Growth Series, published quarterly, was originally launched in February 2014. You can see a list of all the Sabrient Small Cap Growth 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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