Guggenheim Commissions Report on Unit Investment Trusts

Research firm Dorsey Wright & Associates has written a report, “Guggenheim Funds UIT Report;” the first Unit Investment Trust (UIT) resource of many Guggenheim and Dorsey Wright plan to develop.  

Dorsey Wright will produce a variety of UIT resources for advisers, through its partnership with Guggenheim, including weekly UIT reports, original UIT commentary, as well as evaluation tools analyzing the underlying holdings of UIT from Dorsey Wright’s branded Point & Figure perspective.

Guggenheim said it is the first time a third-party research provider will cover the asset class.

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“Advisers already have access to a breadth of research focused on exchange-traded funds, mutual funds and other asset classes, yet there are no other third-party resources focused on UITs,” said Tom Dorsey, President of Dorsey Wright.

The resources will be made available to advisers through a subscription with Dorsey Wright.

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