Unit Investment Trust Data
August 2002

Washington, DC, September 16, 2002 - Unit investment trusts, investment companies that hold fixed portfolios of selected stocks or bonds, had total deposits of $705.7 million in August 2002, according to statistics compiled by the Investment Company Institute. For comparison, deposits were $1.31 billion in July 2002 and $998.6 million in August 2001.

Total Deposits by Trust Type (millions of dollars)
	August 2002	July 2002	August 2001
Equity	477.4	1,069.5	787.6
Taxable Debt	87.6	77.2	49.5
Tax-Free Debt	140.7	160.0	161.5
Total	705.7	1,306.7	998.6

There were 50 new trusts issuing shares in August 2002. Of that total, 24 were new equity trusts, 22 tax-free bond trusts, and four new taxable 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 August 2002, with $177.6 million in shareholder deposits.

Historical unit investment trust deposit data are available dating back to January 1996.