The Rising Rate Series was introduced in June 2015, replacing the Weak Treasury Series.

Description: 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 stocks in the portfolio are selected by applying a comprehensive investment strategy developed by Sabrient.

The strategy includes the Sabrient/Gradient Earnings Quality Rank (EQR Rank), 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.

Performance and More Information: For current performance, a FAQ, or a prospectus, click the portfolio name or pdf icon at the left, which will take you to that portfolio on the First Trust website.

Learn more about the UIT Process.