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Unit Investment Trusts

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Review UIT Strategies by Yield

In today’s low-interest rate environment, investors may need to look beyond traditional income products to find yield. The new Guggenheim UIT Strategies Listed by Distribution Rate page makes it easy to search UITs across a varied spectrum of income-producing securities ranging from dividend-paying equities to high-yielding corporate bonds providing strategies for different levels of risk tolerance. This page is updated daily and enables you to search by yield, trust name or ticker, and even export to an excel file.

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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

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 five blue chip portfolios.

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Blue chip companies represent some of the most widely recognized brands in the world. Their size, stability and reputation also may represent advantages for investors. Guggenheim’s Blue Chip White Paper offers insights into the characteristics of blue chip stocks that enable them to deliver attractive performance compared to the broad market in a variety of market conditions.

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While most investors understand that inflation has the potential to erode purchasing power, they may not take into consideration that higher inflation rates mean investments need to earn a higher rate of return to simply break even. Historically, the broader market has weathered inflationary periods well. Explore areas of the market Guggenheim believes may be worth considering in the current environment.

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Q4 2022 Equity Market Views

Equity Commentary

The Q4 2022 Equity Market Views cover the following topics:

  • Three reasons why the current market is tricky
  • The impact of a strong dollar on the market
  • Which market caps could benefit now and into 2023
  • Why quality-focused positioning can help weather volatility

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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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To help investors participate in the opportunities to be found in innovation, Guggenheim has created five strategies which focus on companies that are ushering in a period of powerful change and specialize in improving the efficiency and speed in how products and services are created, managed and distributed.

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Defined outcome investing seeks to limit or more narrowly target market outcomes to help better align with investor outlooks and offers a: (1) defined upside and/or defined downside and (2) defined time period. Discover the basics of defined outcome investing with Guggenheim.

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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 Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners 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.