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Utilities Portfolio Series 10

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Investment Objective

The Utilities Portfolio ("Trust") seeks to provide a high level of income with a secondary objective of capital growth.

Principal Investment Strategy

Selection Criteria

Risks and Other Considerations

Portfolio Information

Deposit Information

Inception Date 1/28/2009
Non-Reoffered Date 10/28/2009
Mandatory Maturity Date 1/26/2011
NASDAQ Ticker Symbol COPUJX
Trust Structure GRANTOR
Inception Unit Price $10.0000
Maturity Price (as of 1/26/11) $11.0826

Past performance is no guarantee of future results. Investment returns and principal value will fluctuate with changes in market conditions. Investors' units, when redeemed, may be worth more or less than their original cost.

This information does not constitute an offer to sell or a solicitation of any offer to buy: nor shall there be any sale of these securities in any state where the offer, solicitation, or sale is not permitted.


Principal Investment Strategy

The Trust consists of 28 stocks classified as being in the Utilities Sector by the Global Industry Classification Standard (“GICS”). The Trust is diversified across the Utilities Sector including integrated electric, pipeline and gas distribution companies. The Sponsor selects stocks for the Trust that it believes have the potential to achieve the Trust’s investment objective.

Selection Criteria

Companies are selected for the Trust from within the Utilities Sector by examining factors that include, but are not limited to:

  • Products and/or services offered by the companies
  • The competitive environment
  • Research and development capabilities
  • Potential acquisitions
  • Financing
  • A fundamental and technical equity valuation assessment

By examining these factors the Sponsor hopes to identify companies for the Trust that represent the best relative values in the Utilities Sector.

Risks and Other Considerations

Please see the Trust prospectus for more complete risk information.

Unit Investment Trusts are fixed, not actively managed and should be considered as part of a long-term strategy. Investors should consider their ability to invest in successive portfolios, if available, at the applicable sales charge. UITs are subject to annual fund operating expenses in addition to the sales charge. Investors should consult an attorney or tax advisor regarding tax consequences associated with an investment from one series to the next, if available, and with the purchase or sale of units. Guggenheim Funds Distributors, LLC does not offer tax advice.




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 business of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investments Advisors, LLC ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisors to the referenced funds.

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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.