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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.70% |
| Worst 1Y Total Return | 7.73% |
| Number of Years Up | 3 |
| Number of Years Down | -- |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SLCTX | Category Average | SLCTX | Category Average | SLCTX | Category Average | |
| Alpha | -7.33 | 0.03 | -- | 0.04 | -- | 0.01 |
| BETA | 1.02 | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | 1 | 0.02 | -- | 0.02 | -- | 0.01 |
| R-squared | 64.73 | 0.89 | -- | 0.87 | -- | 0.87 |
| Standard Deviation | 23.59 | 0.2 | -- | 0.16 | -- | 0.15 |
| Sharpe Ratio | 0.45 | 0.01 | -- | 0.01 | -- | 0.01 |
| Treynor Ratio | 8.05 | 0.21 | -- | 0.21 | -- | 0.15 |
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