ADT222 Blue Chip Series 24-2 Quarterly USD Fund is a unit investment trust (UIT) focused on delivering total return through a combination of capital appreciation and current income. The fund primarily invests in a diversified portfolio of common stocks issued by established companies considered to be blue chip, recognized for their stability and leadership within their respective industries. In addition to equities, the fund incorporates a covered call option writing strategy, which aims to enhance income by selling call options on select portfolio holdings. This approach is designed to generate additional cash flow while maintaining exposure to potential stock price appreciation. The portfolio may also include U.S. Treasury obligations to bolster capital preservation and add liquidity. Structured as a regulated investment company (RIC), ADT222 Blue Chip Series 24-2 Quarterly USD Fund serves investors seeking a disciplined, professionally managed product with specific attention to balancing income generation and growth potential through blue chip equity and derivative exposure.
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