uit.guggenheiminvestments.comUnit Investment Trusts (UIT) | Guggenheim Investments

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Communication Services Consumer Discretionary Consumer Staples Energy Financials Health Care Industrials Information Technology Materials Real Estate Utilities 0% 100% Weightings Includes: All Any Unit Investment Trusts Recent Deposits DATE TRUST 5/8/2024 Investment Grade Corporate Trust 3-7 Year, 022 5/3/2024 Diversified Income Wave Portfolio, 093 5/3/2024 National Municipal Portfolio of CEFs, 062 5/3/2024 US Low Volatility Strategy Portfolio, 047 5/2/2024 Floating Rate & Dividend Growth Portfolio, 030 4/22/2024 Balanced Income Builder Portfolio, 047 4/22/2024 S&P Dividend Aristocrats Select 25 Strategy Portfolio, 035 4/22/2024 Technology Portfolio, 035 4/22/2024 US 50 Dividend Strategy Portfolio, 040 4/22/2024 US High Dividend Strategy Portfolio, 052 4/11/2024 Financials Portfolio, 023 4/11/2024 NDR Precious Metals & Miners Portfolio, 026 View Anticipated / Recent Deposits View Upcoming / Recent Maturities Review UIT Strategies by Yield Search across a varied spectrum of income-producing UITs from dividend-paying equities to high-yielding corporate bonds. View Distributions Before the Bell Bring into focus the events and trends most likely to affect the markets for the trading day ahead, including economic news, Fed actions, and readings on equity futures and YTD returns. Download Now Subscribe Now Market Wrap Prepare for tomorrow’s trading tonight, with a succinct review of the day’s market action and summary of trading trends, macroeconomic events, and major index returns. Download Now Subscribe NowIntroduction 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. Take Course UIT Portfolio Analyzer Create blended, customized unit investment trust (UIT) portfolio combinations that may help to meet your clients’ needs. Learn More UIT Highlights Investment Grade Corporate Trust 3-7 Year, Series 17 Anticipated Holdings Flyer Download2023 U.S. Economic Calendar Stay on top of important economic and data release dates, which may affect fixed-income and equity markets with this convenient 2023 U.S. Economic Calendar. Listing each month’s FOMC meetings, market holidays, CPI reports and more, this calendar is a handy reference piece. It also includes key sporting events. Download your copy.Tried & True: The Blue Chip AdvantageExplore the reasons why blue chip companies may be a strong portfolio foundation to weather volatility. Learn more Outcome Based Investing Discover an innovative way to manage equity risk with outcome based investments, which can help guard against some losses while still offering limited upside market participation. Learn more Equity Market Views Q2 2024 Get a Q2 outlook on the equity market and macro trends driving performance. Learn more Quality Counts In an uncertain market, consider quality. High quality, large-cap stocks tend to offer more resilient and attractive performance with about the same risk as the broader market. Learn more The Guggenheim UIT Difference Not all UITs are built the same way. Guggenheim employs a rigorous investment process to create professionally selected UIT portfolios that provide access to diverse asset classes, investment styles and market sectors. Learn more UIT Resources White Paper - The Benefits of Blue Chip Investing: Reputation, Stability, Growth REIT Industry Commentary Tried & True: The Blue Chip Advantage Today’s Tech for Tomorrow’s Growth White Paper: Consumer Innovation White Paper— Consumer Innovation: Opportunities From Changes in Demographics, Technology, and Preferences Balanced Exposure for Income and Lower Volatility - Balanced Income Builder Strategy 1Q2022Exclusive Advisor Content EventsDividend Growers - Quality Companies that Offer Growth and Income Potential Sector Insights UIT Newsletter Q1 2024Sales Charge Overview Weighted Average Premium/Discount of CEFs in UITs UIT Contact Map White Paper: Energy Innovation Equity Market Views Q4 2023 SMid Dividend Strength Portfolio—A Unique Twist on Dividend InvestingSubscribe to Our Perspectives Follow us OUR FIRM Firm Overview Heritage Guiding Principles Our People Sustainability Compliance Careers News OUR PRODUCTS Mutual Funds Unit Investment Trusts Closed-End Funds Offshore Funds Guggenheim Credit Income Fund Variable Insurance Funds Indices OUR PERSPECTIVES Macroeconomic Research Sector Views Portfolio Strategy Weekly Viewpoint Videos & Podcasts SERVICES Advisor Resources Customer Service My Account Literature Contact Us PRIVACY POLICY BUSINESS CONTINUITY LEGAL INFORMATION Your Privacy Rights Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"). Guggenheim Funds Distributors, LLC is an affiliate of Guggenheim. 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. * Assets under management is as of 3.31.2024 and includes leverage of $14.5bn. 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, Guggenheim Partners Japan Limited, and GS GAMMA Advisors. This is not an offer to sell nor a solicitation of an offer to buy the securities herein. GCIF 2019 and GCIF 2016 T are closed for new investments. © 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. By choosing an option below, the next time you return to the site, your home...