What are my options when a trust matures?
Option #1: Rollover at a reduced sales charge At a reduced sales charge, investors may roll over into a new series of the same trust, if available, or any other Guggenheim Funds UIT available in the primary market*. *Maturity rollover is considered a taxable event. If rolling from a non-Guggenheim Funds trust, the roll must be done from a trust with a similar investment strategy. Please refer to each trust’s prospectus for complete rollover option information. Investors should be aware that there is a time limit to notify the trustee of the rollover. Option #2: Maturity Investors may do nothing and allow the portfolio units to mature. The trust will liquidate and they will receive a cash distribution of the trust’s proceeds, if any. Option #3: In-kind distribution Investors may generally request an in-kind distribution of the stocks underlying the units if the value of a particular account is $25,000 or more at either the time of purchase or maturity. Please see additional provisions s
