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SIE: Investment Companies & Packaged Products
SIE practice questionmediumUITs

Compared to mutual funds, UITs differ in that they:

  1. AAre typically not actively managed✓ Correct answer
  2. BOffer voting rights to shareholders
  3. CTrade continuously on an exchange
  4. DCharge only a back-end sales load
Explanation

Why AAre typically not actively managed

A is correct; UITs have a static portfolio. B is false—UITs commonly do not offer voting rights. C and D are not characteristics of UITs.

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