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SIE: Investment Companies & Packaged Products
SIE practice questionmediumInvestment Company Act: UITs

A unit investment trust (UIT) differs from a mutual fund because a UIT:

  1. ADoes not allow investors to redeem shares
  2. BActively manages its portfolio
  3. CTrades shares on an exchange
  4. DIssues redeemable units and has a fixed portfolio✓ Correct answer
Explanation

Why DIssues redeemable units and has a fixed portfolio

UITs have fixed portfolios and issue redeemable units. Mutual funds may be actively managed. Only closed-end funds trade on exchanges. All UITs are redeemable; D is incorrect.

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