A Guide to Unit Investment Trusts |
Common terms and phrases
alternative minimum tax asset Bond UITS hold Bracket Bracket Bracket Corporate Bond equity UITs estimated current return estimated long-term return Expenses UITS federal alternative minimum Figures are based fixed portfolio Fixed-income UITs hold bonds issued income and/or principal interest income and/or Investment Company investment objectives investment risk investor sells units Investors who choose market trends ment Mortgage-Backed Securities Municipal Bond UITS Mutual Fund National Municipal Bond number of UITS offering price offset potential Professional Selection prospectus purchase units reduced sales charge Regulation and Disclosure reinvestment represents the majority return or estimated secondary market securities held Securities UITS seek sell trusts sponsored Tax Bracket Tax-Exempt Debt tax-free yield Taxable Debt taxable investment Taxable Yield total number total return trust's portfolio Types of Unit U.S. Government Securities UIT sponsors UIT typically UITS hold bonds UITS offer UITs Outstanding UITS provide UITS reporting Unit Investment Trusts unitholders Value of UITS year-end