ADT 2245 Strategic Foundation Fund – Class OGR is a unit investment trust (UIT) structured to deliver a balanced and diversified approach to capital appreciation. The fund primarily invests in a curated portfolio of 50 common stocks drawn from various sectors across the New York Stock Exchange, Nasdaq, and NYSE American Composite Indices. Selection emphasizes companies with strong dividend profiles, spanning all Global Industry Classification Standard (GICS) sectors except for Financials and Real Estate, which collectively contribute their five top dividend-yielding securities. This methodology seeks to provide exposure to a broad cross-section of industries, including agriculture, energy, healthcare, infrastructure, and more, with an eye toward growth opportunities in global economic expansion. Designed as a regulated investment company, the fund operates on a defined maturity schedule and maintains its original portfolio composition throughout its life, regardless of interim market fluctuations. This structure offers investors transparent allocation and predictable holdings, serving as a strategic tool for those seeking disciplined diversification and exposure to both established and emerging sectors within the global economy.
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