Sabrient Baker's Dozen

The Sabrient Baker's Dozen Portfolio consists of 13 top-ranked stocks that represent a cross-section of industries that we believe are positioned to perform well in subsequent 12 to 13 months. The stocks are GARP stocks—stocks that we believe represent growth at a reasonable price. The stocks are meant to be held for the full term of the portfolio.

From 2009 through 2012, the Baker's Dozen was published as a model portfolio. In January 2013 the Baker's Dozen became a unit investment trust (UIT) sponsored by First Trust Portfolios. First Trust has sponsored an annual Baker's Dozen UIT each January since that time. In August 2015 First Trust launched the first mid-year Baker's Dozen UIT. The second mid-year Baker's Dozen was launched in August 2016. Beginning in April 2017, First Trust launched the first of the Baker's Dozen UIT monthly portfolios.

Performance Summary
Baker's Dozen Model Portfolios: 2009 - 2012
Baker's Dozen UIT Portfolios: 2013 - 2016