E-mail us: service@prospectnews.com Or call: 212 374 2800
Bank Loans - CLOs - Convertibles - Distressed Debt - Emerging Markets
Green Finance - High Yield - Investment Grade - Liability Management
Preferreds - Private Placements - Structured Products
 
Published on 11/1/2011 in the Prospect News Fund Daily.

Advisors Disciplined Trust 784 targets small-cap growth companies

By Toni Weeks

San Diego, Nov. 1 - Advisors Disciplined Trust 784 has registered units of its series 2011-4Q Bahl & Gaynor Small Cap Growth and Income Portfolio, according to an S-6 amendment filed with the Securities and Exchange Commission.

The depositor is Monument, Colo.-based Advisors Asset Management, Inc.

The trust seeks to provide capital appreciation by investing in a portfolio of small-cap companies selected by portfolio consultant Bahl & Gaynor, Inc. For trust purposes, small-cap companies are defined as companies with market capitalizations of less than $2.5 billion at the time of the trust's inception.

The units will be priced at $10 apiece. The maximum sales fee will be 2.95%, consisting of a 1% initial sales fee, a 1.35% deferred sales fee and a 0.6% creation and development fee. The sales fee may be reduced down to 1.4% based on the amount of investment.


© 2015 Prospect News.
All content on this website is protected by copyright law in the U.S. and elsewhere. For the use of the person downloading only.
Redistribution and copying are prohibited by law without written permission in advance from Prospect News.
Redistribution or copying includes e-mailing, printing multiple copies or any other form of reproduction.