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UIT Highlights

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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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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.

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Guggenheim UIT Market Views

As we enter into the last months of the year, Guggenheim’s tactically cautious view on the market remains in place. As laid out in mid-July, Guggenheim shifted to a more neutral outlook for the domestic equity market, reflecting the solid year-to-date performance in the face of building uncertainty surrounding the trade tensions with China and signs the global economy is slowing. Guggenheim’s views are not bearish on the market, but the current risk/reward outlook is not particularly compelling.

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Closed-End Funds May Offer Attractive Income Potential

Guggenheim UIT Sales Idea

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

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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 Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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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.