Course Objective

What Is A Unit Investment Trust

Features Of Unit Investment Trusts

Investment Strategies

Distribution Options

Calculating Investment Returns For UITs

Types Of Unit Investment Trusts

Equity UITs

Value

Growth

Sector

Index

International or Global

Fixed Income UITs

Corporate/Taxable

State Municipal/Tax-Exempt

National Municipal Bond UITs

US Government UITs

Mortgage-Backed Securities UITs

Advantages And Disadvantages Of UITs

Suitability Issues

Comparing UITs and Mutual Funds

Advertising UITs

Regulation Of UITs

Appendix A: Investment Company Act of 1940

Section 4: Classification of Investment Companies

Section 26: Unit Investment Trusts

Unit Investment Trusts Quiz