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CLEAN, TRUSTED DATA AND PERFORMANCE FOR UNIT INVESTMENT TRUSTS

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provide reliable data and analytics that makes comparing UIT performance
unprecedentedly simple.

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BASES LOADED

All major UIT sponsors covered

Compare performance and analytics using our unique, sponsor-agnostic tools,
including comparing strategies against a benchmark index.

Issuers5
Primary strategies369
Active products2,422
Asset classes11


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ManageCreate watchlists and track upcoming terminations. Track positions and
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LearnAccess news and insights for all UIT issuers, as well as learning content
and videos.

CreateCreate custom UIT portfolios and models (coming soon).

> “We believe that, rather than making incremental changes, winners will
> transform their distribution model with data and technology.”

KPMG
"How asset managers can transform distribution", 2020


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The information contained above is provided for informational and educational
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Inc. does not make any recommendation to buy or sell any security and this
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projections and comparisons contained herein are as of the release date and are
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Any written analysis appearing within this material are statements of opinion
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