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UIT Highlights

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 three blue chip portfolios:

Blue Chip Value Portfolio

Blue Chip Growth Portfolio

Blue Chip Dividend Portfolio


Navigating Uncertainty

The impact of COVID-19 has created a high degree of uncertainty. Historically, a more defensively positioned portfolio has enabled investors to better weather periods of market volatility and uncertainty.

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Equity Commentary

Before getting into specific implications of the election, it’s prudent to understand the predictive value of the stock market and economy for the executive branch. First, stocks usually begin to sell off prior to opposition party winning the election. With the S&P 500 index recently reaching all-time highs, investors have indicated little concern so far about disruption of the opposition party taking office but again, there’s a few months until the election. One should not ignore how unusual this year has been and the effect on historic anomalies—for example, three stocks have captured nearly the entire return of the market this year.

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UIT

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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DOT

Discover how a buffered defined outcome strategy offers an innovative way to manage equity risk through an attractive balance of seeking to buffer against losses combined with upside participation potential.

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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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Advisor Resources

(For Financial Professional Use Only)

UIT Portfolio Analyzer

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 Blueprints

UIT Blueprints

Guggenheim UIT Blueprints is a hypothetical strategy proposal tool designed to help financial professionals recommend asset investment strategies for their clients.

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UIT Alerts

UIT Alerts

UIT Alerts is a tool designed to make it easier for you to stay informed of changes in a trust(s), so you can spend less time searching for information and more time building your business.

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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, 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.