Insights

Introducing the Monthly UIT Scorecard

Wrigley Field Scoreboard

In our continued effort to make analyzing UIT strategies for financial professionals simple and effective, UIT Investing has created UIT strategy performance tables similar to those performance tables widely utilized in other investment structures.

UIT Investing has created the monthly UIT Scorecard to allow our users quick access to the top performing UIT strategies covered by UIT Investing as of the end of each month.  The UIT Scorecard is broken down by our asset class classifications, and even further broken down by Investment Strategy Goal.

The UIT Scorecard ranks the top 10 (if available) of each category by 3, 5, and 10-year performance utilizing our “composite” performance calculation.  The UIT Scorecard allows for extremely quick performance comparisons of UIT strategies.


Photo by Jason Weingardt on Unsplash

UIT Investing has created the first dedicated database of unit investment trust research reports, each with a star rating, that gives finance professionals access to the information they need to make investment recommendations with confidence.

Download a sample report or create an account to get full access to all reports.

Download Sample

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