Unit Investment Trust Data
March 2008

Washington, DC, April 23, 2008 - Unit investment trusts, investment companies that hold fixed portfolios of selected stocks or bonds, had total deposits of $1.79 billion in March, according to statistics compiled by ICI. For comparison, deposits were $1.92 billion in February and $2.36 billion in March 2007.

Total Deposits by Trust Type (thousands of dollars)
		March 2008	February 2008	March 2007
Equity		1,715,237	1,841,193	2,288,275
Taxable Debt		31,654	35,387	31,364
Tax-Free Debt		47,791	46,622	42,094
Total		1,794,682	1,923,202	2,361,733

There were 84 new trusts issuing shares in March. Of that total, 72 were equity trusts, four were taxable-bond trusts and eight were tax-free bond trusts.

In terms of maturity, long-term bond trusts having an average weighted maturity of more than 15 years were the most commonly offered in February with $66.25 million in shareholder deposits.

Year-end 2007 Figures: Data on the market value of unit investment trusts issued and outstanding as of year-end 2007 indicates a total of 6,030 trusts with a value of $53.04 billion. According to reports of sponsors, at year-end 2007 there were 3,739 tax-free bond trusts, with a market value of $7.68 billion; 327 taxable bond trusts, with a market value of $2.07 billion; and 1,964 equity trusts, with a market value of $43.29 billion.

Historical monthly unit investment trust deposit data are available on the Institute's website at http://www.ici.org/stats/uit/index.html.