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SIE: Investment Companies & Packaged Products
SIE practice questionhardInvestment Company Act of 1940 - UITs

Which feature distinguishes a Unit Investment Trust (UIT) from mutual funds and closed-end funds?

  1. AUITs are actively managed
  2. BUITs issue shares that trade on exchanges
  3. CUITs are unmanaged after creation✓ Correct answer
  4. DUITs continually redeem shares from investors at NAV
Explanation

Why CUITs are unmanaged after creation

UITs are fixed portfolios and are not managed once created. Mutual funds are actively managed and redeem shares; closed-end funds trade on exchanges. UITs are therefore unique in being unmanaged.

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