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UIT Highlights

Blue Chip Dividend Portfolio provides access to quality blue chip companies that have historically paid above-average dividends. Guggenheim believes that these financially sound companies typically have strong management teams that may have the ability to weather downturns and operate profitably in various economic conditions.

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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

A cooling off period in the weeks/months ahead wouldn’t be surprising, as the markets have become very “overbought” and investors likely need to digest the recent gains and await further progress on reopening the economy. In fact, a pullback in the market would be viewed as a ‘pause to refresh’ and not the start of a broader downturn. With that said, for investors who have a longer time horizon, the return profile still looks asymmetrical, favoring upside over downside.

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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.