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Nasdaq - Delayed Quote USD

Unified Series Trust - Selective Opportunity Fund (SLCTX)

11.05
0.00
(0.00%)
At close: May 21 at 8:02:07 PM EDT
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  • Previous Close 11.05
  • YTD Return 0.95%
  • Expense Ratio 0.93%
  • Category Large Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 149.62M
  • Beta (5Y Monthly) 1.02
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.00
  • Inception Date Jan 31, 2017

The fund invests primarily in equity securities of U.S. and foreign companies of any market capitalization that possess a durable competitive advantage and are capable of producing superior returns. The adviser uses its Selective Process to identify companies that the adviser believes (1) produce products or services for which there are few good substitutes, (2) have a durable competitive advantage, (3) are highly profitable, (4) have prudent debt levels, (5) have management that skillfully reinvests earnings, and (6) are led by outstanding individuals. It is non-diversified.

Selective

Fund Family

Large Growth

Fund Category

149.62M

Net Assets

2017-01-31

Inception Date

Performance Overview: SLCTX

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Trailing returns as of 5/21/2021. Category is Large Growth.

YTD Return

SLCTX
0.95%
Category
12.38%
 

1-Year Return

SLCTX
24.07%
Category
41.70%
 

3-Year Return

SLCTX
8.90%
Category
22.56%
 

5-Year Return

SLCTX
0.00%
Category
21.98%
 

Holdings: SLCTX

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Sector Weightings

SectorSLCTX
Technology   61.41%
Real Estate   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: SLCTX

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Research Reports: SLCTX

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