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Unit Investment Trusts

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Before the Bell

Bring into focus the events and trends most likely to affect the markets for the trading day ahead, including economic news, Fed actions, and readings on equity futures and YTD returns.

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Market Wrap

Prepare for tomorrow’s trading tonight, with a succinct review of the day’s market action and summary of trading trends, macroeconomic events, and major index returns.

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Introduction to UITs Course for Advisors

This course provides an overview of the unique UIT structure and compares it to mutual funds and ETFs. It is eligible for 1 hour of CE credit.

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UIT Portfolio Analyzer

The Portfolio Analyzer can help you easily create blended, customized unit investment trust (UIT) portfolio combinations that may help to meet your clients' needs.

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UIT Highlights

To enable investors to participate in the potential growth of evolving consumer behavior, Guggenheim created the Consumer Innovation Portfolio. This Trust seeks to invest in companies that are disrupting traditional consumption behaviors and are poised to benefit from how innovation is transforming the way consumers live, work, consume and connect.

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White Paper

To provide exposure to the exciting growth potential found with innovative healthcare companies, Guggenheim has partnered with Tekla Capital Management (Tekla) to develop the Tekla Medical Science Innovation Portfolio. The portfolio seeks to maximize total return by investing in innovative companies that may be able to capitalize from the key trends currently driving healthcare.

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Guggenheim believes that blue chip companies, financially sound companies typically with strong management teams, may have the ability to weather downturns and operate profitably in various economic conditions. Guggenheim offers four blue chip portfolios.

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May 2021 Equity Market View

Equity Commentary

The May Equity Market Views covers the following topics:

  • Small caps, large caps, or both?
  • Signals from treasury yields of an improving economy
  • Three reasons behind the rally in small-cap stocks

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Nasdaq’s Jill Malandrino interviews Scott Larsen about the basics of UITs—including the differences between UITs and other investment products and why now may be a good time to take a look at UITs.

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A Unique Risk-Focused Approach

Guggenheim employs a rigorous investment process to create professionally selected UIT portfolios that provide access to diverse asset classes, investment styles, and market sectors. Our comprehensive risk focus incorporates a unique risk budget process, as well as rigorous stress-testing with the objective that Guggenheim UIT strategies perform as expected with minimal portfolio risk.

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Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management. Securities offered through Guggenheim Funds Distributors, LLC.

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• Not FDIC Insured • No Bank Guarantee • May Lose Value

This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.