🏦LTB
SIE: Investment Companies & Packaged Products
SIE practice questionmediumUITs

A disadvantage of UITs compared to mutual funds is that UITs:

  1. ARequire daily rebalancing of the portfolio
  2. BCan only be purchased by institutions
  3. COffer no income distributions
  4. DDo not provide active management to respond to changing market conditions✓ Correct answer
Explanation

Why DDo not provide active management to respond to changing market conditions

A is correct; UITs are not actively managed, so holdings do not adjust to market changes. B and C are incorrect—UITs are available to retail investors and can offer distributions. D is not a UIT feature.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 1,867+ SIE questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Investment Companies & Packaged Products questions