S&P/Drucker Institute Corporate Effectiveness Portfolio

Now you can easily invest in best-managed companies with a unit investment trust (UIT).

S&P/Drucker Institute Corporate Effectiveness Portfolio

Now you can easily invest in the best-managed companies with a unit investment trust (UIT).

Don’t bet on your values. Manage for them.

We have partnered with First Trust on the S&P/Drucker Institute Corporate Effectiveness Portfolio UIT. This UIT tracks stocks in the S&P 500® that score consistently high marks in our company rankings, according to Peter Drucker’s management principles.

S&P/Drucker Institute Corporate Effectiveness Portfolio

If you’d like to invest in the S&P/Drucker Institute Corporate Effectiveness Portfolio UIT, please download the overview and prospectus, then contact your broker.

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The S&P/Drucker Institute Corporate Effectiveness Portfolio invests in 50 equally weighted common stocks of companies that rank highest in the S&P/Drucker Institute Corporate Effectiveness Index. Companies are evaluated based on several criteria as defined below:

DRUCKER INSTITUTE SCORE

The average of the scores for the four non-financial Drucker Institute dimensions of corporate performance.

S&P QUALITY SCORE

Identified using three attributes of equal importance – return on equity, balance sheet accruals and leverage.

COMBINED SCORE

Calculated by weighting the Drucker Institute score at 67% and its S&P quality score at 33%.

CONSISTENCY SCORE

Represents the average of the percent ranks for the Drucker Institute components and the S&P quality score.”

is where our data begins, offering a robust back test of index performance

firms from the S&P 500® rise above the rest and make it into our index