1. Home
  2. UIT

Unit Investment Trusts

Recent Deposits

2/15/2019 Blue Chip Growth Portfolio, 021
2/15/2019 Dividend Growth Portfolio, 015
2/15/2019 Zacks Income Advantage Strategy Portfolio, 045
2/13/2019 Core Four 60/40 Retirement Portfolio, 006
2/13/2019 Total Income Portfolio, 016
2/12/2019 Balanced Income Builder Portfolio, 026
2/12/2019 Diversified Credit Portfolio of ETFs, 014
2/12/2019 Global Balanced Income Builder Portfolio, 013
2/8/2019 Infrastructure & MLP Portfolio of CEFs, 037
2/8/2019 Multinational Titans Portfolio, 016
2/8/2019 REIT Portfolio, 020
2/4/2019 National Municipal Portfolio of CEFs, 041

View Anticipated / Recent Deposits
View Upcoming / Recent Maturities

UIT Highlights


As we move into the late phase of the business cycle, it may be a good time to revisit current equity positions and explore more defensively positioned strategies.

Learn more
Guggenheim UIT Market Views

After advancing to record highs several times during 2018, the S&P 500 Index reversed course in late September and posted its first year of negative performance since 2008. On a total return basis, the S&P declined by 4.39 percent resulting from trade war fears and the potential impact on global growth, along with concerns of overtightening by the Federal Reserve. Looking ahead, Guggenheim continues to maintain that investors should stay with a “core” theme of buying high quality companies that have a long history of growing their dividends and consider a modest rotation into more defensive segments of the market. 

Learn more
Guggenheim UIT Sales Idea

A timely UIT idea to help advisors position client portfolios to take advantage of market opportunities.

Learn more

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.

Learn More

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.

Learn More

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.

Learn More

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 investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

© Guggenheim Investments. All rights reserved.

Research our firm with FINRA Broker Check.

• 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.