Unit Trusts


Zacks Select Equities Blend Portfolio, 1Q 2013

Portfolio Holdings

MWI Veterinary Supply, Inc.MWIVHealth Care3.41 %
QUALCOMM, Inc.QCOMInformation Technology3.37 %
Rock-Tenn CompanyRKTMaterials3.37 %
PartnerRe Ltd.PREFinancials3.37 %
Banco Macro SABMAFinancials3.36 %
Triumph Group, Inc.TGIIndustrials3.36 %
Alkermes PLCALKSHealth Care3.35 %
Oshkosh CorporationOSKIndustrials3.35 %
Ameren CorporationAEEUtilities3.35 %
SK Telecom Corporation, Ltd.SKMTelecommunication Services3.34 %
MGM RESORTS INTERNATIONALMGMConsumer Discretionary3.34 %
PVH CorporationPVHConsumer Discretionary3.34 %
Aluminum Corporation of China ACHMaterials3.34 %
Korea Electric Power CorporationKEPUtilities3.34 %
Aviva PLCAVFinancials3.33 %
Air Lease CorporationALIndustrials3.33 %
ING Groep, N.V.INGFinancials3.33 %
CNO Financial Group, IncCNOFinancials3.33 %
F5 NETWORKS, INC.FFIVInformation Technology3.32 %
Gildan Activewear, Inc.GILConsumer Discretionary3.32 %
American Capital Ltd.ACASFinancials3.31 %
Green Mountain Coffee Roasters, Inc.GMCRConsumer Staples3.31 %
WPX Energy, Inc.WPXEnergy3.30 %
Helen of Troy LimitedHELEConsumer Discretionary3.30 %
POSCOPKXMaterials3.30 %
Skyworks Solutions, Inc.SWKSInformation Technology3.30 %
BlackRock, Inc.BLKFinancials3.30 %
II-VI IncorporatedIIVIIndustrials3.29 %
Michael Kors Holdings Ltd.KORSConsumer Discretionary3.29 %

Data used for the Portfolio Holdings and Portfolio Allocation Characteristics is from Bloomberg Finance L.P. Portfolio holdings are provided for informational purposes only and should not be deemed as a recommendation to buy or sell individual securities. Portfolio Holdings and Portfolio Allocation Characteristics are as of deposit day and are subject to change and may vary thereafter.

The style and capitalization characteristics are designed to help investors understand how they fit into an overall investment plan. Value, blend and growth are types of investment styles. Growth Investing generally seeks stocks that offer the potential for greater-than-average earnings growth, and may entail greater risk than value or blend investing. Value investing generally seeks stocks that may be sound investments but are temporarily out of favor in the marketplace, and may entail less risk than growth investing. A blend investment combines the two styles. Market capitalization is determined by the following criteria: Large Cap: Greater than $10 billion, Mid Cap: $2 billion-$10 billion, Small Cap: $250 million-$2 billion Micro Cap: Below $250 million.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisors.

Risk Considerations:
There is no assurance that a unit investment trust will achieve its investment objective. An investment in this unit investment trust is subject to market risk, which is the possibility that the market values of securities owned by the trust will decline and that the value of trust units may therefore be less than what you paid for them. This trust is unmanaged. You can lose money investing in this trust.

Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer's board of directors and the amount of any dividend may vary over time.

A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several sectors. 

This trust is concentrated in the financial sector. There are certain risks specific to the financials sector including the potential adverse effects of economic recession, volatile interest rates, and state and federal regulations.

Stocks of small companies are often more volatile than those of larger companies as a result of several factors such as limited trading volumes, products or financial resources, management inexperience and less publicly available information.

Investing in foreign securities involves certain risks not typically associated with investing solely in the United States. This may magnify volatility due to changes in foreign exchange rates, the political and economic uncertainties in foreign countries, U.S. or foreign tax treatment, and the potential lack of liquidity, government supervision and regulation.

Investing in emerging markets entail special risks such as currency, political, economic and market risks. The risks of investing in emergingmarket countries are greater than the risks generally associated with foreign investments.

Although this trust’s life is approximately 15 months, this strategy should be considered as part of a long-term investment strategy and investors should consider their ability to pursue investing in successive portfolios at the applicable sales charge, if available. There may be tax consequences associated with an investment from one series to the next unless units are purchased in an IRA or other qualified tax-deferred account. Investors should consult their tax advisor or attorney to determine tax consequences associated with an investment from one portfolio to the next.


Incapital Unit Trust, Series 18, is a unit investment trust that consists of the Zacks Select Equities Blend Portfolio, 1Q 2013. Incapital LLC serves as the Sponsor to the Trust.

Incapital LLC and Zacks Investment Research are unaffiliated.  Zacks Investment Research provides the trust with portfolio consulting services.

Trust Summary

Trust NameZacks Select Equities Blend Portfolio, 1Q 2013
Series Name1Q 2013
Trust SymbolSEB1Q13
Nasdaq SymbolINSEDX
Trust StatusTerminated
Initial Offer Date02/04/2013
Termination Date05/09/2014
First Income Record Date06/10/2013
Distibution FrequencySemi-annually
Tax StructureRIC
Liquidation Price1$13.3707
Cash CUSIP45327W100
Reinvest CUSIP45327W118
Fee Cash CUSIP45327W126
Fee Reinvest CUSIP45327W134

1. Represents the value per unit that a unitholder would receive if the unitholder redeemed or sold units. This price is equal to the net asset value per unit plus any remaining organization costs and creation & development fee. This price reflects any remaining non-contingent deferred sales charges payable in connection with a liquidation of units.

Not registered?

Register for access to investment team commentary, detailed portfolio information, and other advisor resources. For instant access, register now.

Your Contacts

Our goal is to deliver lasting value to our clients. For assistance, please call or email our advisor service team or contact your personal Nuveen Service Team.

Log in to nuveen.com to access your personal Nuveen Service Team.

Financial Advisors


Registered Investment Advisors


Account Access

For more information on Mutual Fund Vision, FAN Mail, or accessing client accounts, please visit our advisor account access page.

Advisor Access

Investor Access