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

Which feature is unique to Unit Investment Trusts (UITs) compared to mutual funds and closed-end funds?

  1. AUITs actively manage their portfolios
  2. BUITs can continuously issue and redeem shares
  3. CUITs are traded on exchanges
  4. DUITs have a fixed, unmanaged portfolio for their life✓ Correct answer
Explanation

Why DUITs have a fixed, unmanaged portfolio for their life

UITs have fixed, unmanaged portfolios until maturity. Mutual funds are actively managed and can issue/redeem; closed-ends are traded on exchanges.

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