A Guide to Unit Investment Trusts

Front Cover
Investment Company Institute, 2001 - Investments - 17 pages
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Common terms and phrases

alternative minimum tax annual annual report another UIT billions billions of dollars Bond UITs hold Bracket Bracket Bracket brokerage buying and selling capital Corporate Bond currencies Deposits distributions dividends equity UITs estimated current return estimated long-term return estimated yield exchange federal alternative minimum Figures are based fixed portfolio Fixed-income UITs formula goals health care hold bonds issued income and/or principal income earned income tax initial interest income and/or International Bond Investment Company investment firms investment objectives investment risk investor sells units Investors who choose IRAs level of income level of risk lnstitute market segments market trends ment mirror Mortgage Mortgage-Backed Securities Municipal Bond UlTs Mutual Fund National Municipal Bond net asset number of UlTs offering price offset potential outstanding units percent portfolio securities portions of income Professional Selection prospectus provide income public offering purchase units realistic receive reduced sales charge Regulation and Disclosure reinvestment represents the majority required by law Retirement Accounts return or estimated secondary market securities held seek a high sell trusts sponsored semiannually sold specific market stocks or bonds strategies Tax Bracket Tax-Exempt Debt tax-free yield Taxable Debt taxable investment Taxable Yield taxpayers Total Market Value total number total return trust's portfolio types of UITs Types of Unit U.S. Government Securities UIT sponsors UIT typically UITs offer UITs Outstanding UITs provide UlTs reporting Unit Investment Trust Unit lnvestment Trusts unitholders variety year-end

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