FT 11531 Financial Select Portfolio 89 is a unit investment trust designed to provide above-average capital appreciation through a concentrated portfolio of financial services companies. The portfolio primarily invests in equities within the financial sector, with approximately 99.7% of its holdings allocated to financial firms and a small remainder in other categories. The trust aims to capture growth opportunities predominantly within large-cap value and growth stocks, with allocations also to mid-cap companies, and has a notable international component—about 39% of its holdings are non-U.S. stocks while over 60% are U.S.-based. Structured as a regulated investment company, the trust distributes income to investors on a semi-annual basis and operates on a defined timeline, with a specified portfolio end date. FT 11531 Financial Select Portfolio 89 plays a targeted role in the market by offering focused exposure to the financial sector, which includes banks, insurers, asset managers, and related firms, making it relevant for strategies seeking sector-specific participation within a diversified investment plan.
See your Portfolio Score and get data driven insights in ~60 seconds.
Opens in PortfolioPilot
Based on technical indicators and chart patterns, FOJMVX shows...
Market sentiment analysis indicates...