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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

Performance Overview

Morningstar Return Rating 1
YTD Return 16.52%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down --
Best 1Y Total Return (Feb 4, 2019) 30.70%
Worst 1Y Total Return (Feb 4, 2019) 7.73%
Best 3Y Total Return 30.70%
Worst 3Y Total Return 15.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SLCTX
Category
YTD
0.95%
12.38%
1-Month
0.01%
5.09%
3-Month
-3.73%
10.28%
1-Year
24.07%
41.70%
3-Year
8.90%
22.56%
5-Year
0.00%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
0.00%
25.99%
Last Bear Market
0.00%
-17.29%

Annual Total Return (%) History

Year
SLCTX
Category
2021
--
--
2020
7.73%
35.86%
2019
30.70%
31.90%
2018
8.74%
-2.09%
2017
--
27.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 0.15% -- -- --
2020 -23.20% 19.02% 3.42% 13.97%
2019 18.84% -3.41% -1.01% 15.03%
2018 15.61% 4.07% 3.55% -12.72%
2017 3.31% 2.62% 8.41% --

Rank in Category (By Total Return)

YTD 99
1-Month 100
3-Month 99
1-Year 100
3-Year 100
5-Year --

Load Adjusted Returns

1-Year 20.84%
3-Year 9.56%
5-Year --
10-Year --

Performance & Risk

YTD Return 16.52%
5y Average Return 0.00%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Selective
Net Assets 149.62M
YTD Return 0.95%
Yield 0.00%
Morningstar Rating
Inception Date Jan 31, 2017

Fund Summary

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.

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