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

Which feature is unique to unit investment trusts (UITs)?

  1. AShares trade on secondary markets
  2. BThey are unmanaged and have a fixed portfolio✓ Correct answer
  3. CThey allow reinvestment of earnings into new securities
  4. DThey are typically leveraged
Explanation

Why BThey are unmanaged and have a fixed portfolio

UITs are unmanaged with fixed portfolios. Closed-end funds trade on exchanges, open-ended mutual funds reinvest, and UITs are not leveraged.

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