Unit Trusts

UIT

Zacks Select Equities Blend Portfolio, 2Q 2012



Product Performance as of 8/09/2013

 Year To DateSince DepositThree MonthSix Month
Distributions Reinvested
With Transaction Sales Charges27.15 %41.50 %7.94 %15.62 %
Without Transaction Sales Charges30.35 %47.22 %10.65 %18.53 %
Distribution in Cash
With Transaction Sales Charges26.05 %39.66 %7.00 %14.62 %
Without Transaction Sales Charges29.21 %45.30 %9.69 %17.50 %

Returns With Transactional Sales Charge reflect the maximum transactional sales charge that would be payable by an investor upon sale or redemption of units at the end of the applicable period(s). The transactional sales charge includes any initial or deferred sales charges other than the creation and development fee. These returns do not reflect any creation and development fee prior to collection (generally the close of the initial offering period). Any creation and development fee is reflected in the returns as of the time of payment by a trust.

Returns Without Transactional Sales Charge do not reflect any transactional sales charge and do not reflect any creation and development fee prior to collection (generally the close of the initial offering period). Any creation and development fee is reflected in the returns as of the time of payment by a trust.

Returns are cumulative total returns (not annualized) unless labeled as average annual returns. Distribution Received in Cash returns reflect trust expenses as incurred and assume income and principal distributions are recognized on the ex-dividend date and paid out in cash on the payable date. Distributions Reinvested returns reflect trust expenses as incurred and assume income and principal distributions are recognized on the ex-dividend date and reinvested on the reinvestment date.

Past performance is no indication of future results. Investment return and principal value will fluctuate with changes in market conditions. Units when redeemed may be worth more or less than their original cost.

All returns are historical and do not represent potential future performance. A trust’s performance, especially for short time periods, should not be the sole factor in making your investment decision.

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 financials 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. 

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

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.
 
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.
 
NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE

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

Incapital Unit Trust, Series 2, is a unit investment trust that consists of the Zacks Select Equities Blend Portfolio, 2Q 2012.Incapital LLC serves as the Sponsor of the Trust.


Trust Summary

Trust NameZacks Select Equities Blend Portfolio, 2Q 2012
Series Name2Q 2012
Trust SymbolSEB2Q12
Nasdaq SymbolINSEBX
Trust StatusTerminated
Initial Offer Date05/01/2012
Termination Date08/09/2013
First Income Record Date06/10/2012
Distibution FrequencySemi-annually
Tax StructureRIC
Liquidation Price1$12.9787
Cash CUSIP45327C104
Reinvest CUSIP45327C112
Fee Cash CUSIP45327C120
Fee Reinvest CUSIP45327C138

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.

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