Resources

 

Mutual Funds

Title Approval Code Expiration
Behavioral Finance: Think Smarter, Not Faster Value Add Brochure ML25-004759  6/12/2026
Behavioral Finance: Think Smarter, Not Faster Summary Sheet ML25-003215 3/21/2026
Economic Outlook and Key Themes ML25-009585 12/31/2026
Fixed Income Awards and Accolades ML25-005447 7/15/2026
Mutual Funds at a Glance ML25-000003  12/31/2025
Bond Basics Summary Sheet ML25-005757 7/29/2026
Understanding Bond Fund Yields ML25-005756 7/29/2026

Unit Investment Trusts

Title Approval Code Expiration
Advantages of UITs ML25-002679 3/31/2026
Dividend Growers: Quality Companies that Offer Growth and Income Potential ML25-004410 5/29/2026
Equity Market Views ML25-003808 4/30/2026
The Benefits of Blue Chip Investing: Reputation, Stability, Growth ML25-004726 6/10/2026
Strategy Reports (FP USE ONLY) Approval Code Expiration
Blue Chip Dividend Portfolio ML26-000328 12/31/2026
Blue Chip Growth Portfolio ML26-000330 12/31/2026
Blue Chip Value Portfolio ML25-006377 7/30/2026
Covered Call & Income Portfolio of CEFs ML25-006378 7/30/2026
Diversified Dividend & Income Portfolio ML26-000332 12/31/2026
Dividend Strength Portfolio ML26-000331 12/31/2026
Dow 50 Value Dividend Focus Portfolio ML25-006379 7/30/2026
Health Care Portfolio ML25-006380 7/30/2026
Large Cap Core Portfolio ML25-009552 12/31/2026
S&P Dividend Aristocrats Select 25 Strategy Portfolio ML26-000334 12/31/2026
SMid Dividend Strength Portfolio ML26-000335 12/31/2026
Technological Innovation Portfolio ML26-000336 12/31/2026
US Capital Strength Portfolio ML26-000339 12/31/2026

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