An equity unit investment trust is an investment in a fixed, diversified group of professionally selected stocks. As a unit-holder of the unit trust, you own a portion of every stock in the trust.

Objective

To offer the investor a convenient way to own a diversified portfolio of stocks with the potential for capital appreciation and rising dividends.

Suitability

Stock unit investment trusts may be well suited for those seeking medium to long-term growth or for those who need diversification among different companies or sectors.

Product Features

• Daily Liquidity - Units can be sold daily at net asset value with no commission charge. This may be equal to, more or less than the amount originally invested.
• Diversification - Stock unit trusts consist of a portfolio of many different companies from various industries. This can provide more diversification than many investors can achieve individually.
• Professional Selection & Monitoring - Portfolios are selected and monitored (not managed) for quality by research analysts.
• Low Minimum Investment Equity UITs give investors the opportunity to own part of a greater number of common stocks with an investment as low as $2000, depending on the trust.
• Transparency Investors know exactly what stocks the trust owns at all times, since the holdings stay the same for the life of the trust.

Equity unit trusts are offered and sold by prospectus. You should consider the investment objective, risks, and charges and expenses carefully before investing. The prospectus contains this and other information. Your Edward Jones financial advisor can provide a prospectus, which should be read carefully before investing.

The value of the units of the trust will fluctuate. There may be special or additional risks involved, depending on the UITs focus or strategy. The sponsor may terminate the UIT earlier than its specified liquidation date, and the redemption price may be more or less than the original price paid for the units.

For more information about equity unit investment trusts or to open an account, set up a face to face meeting with the Edward Jones financial advisor in your community.