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Unified Series Trust - Tactical Multi-Purpose Fund (TMPFX)

10.05 0.00 (0.00%)
At close: 8:00 PM EDT
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  • Previous Close 10.05
  • YTD Return 1.52%
  • Expense Ratio 1.14%
  • Category Ultrashort Bond
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 26k
  • Beta (5Y Monthly) 0.00
  • Yield 3.84%
  • 5y Average Return --
  • Holdings Turnover 0.00%
  • Last Dividend 0.38
  • Inception Date Mar 30, 2017

The fund is designed to be used by the Adviser to facilitate moving groups of clients into and out of defensive and special situation investments efficiently based on the Adviser's perceptions of market risks and opportunities. It is not limited as to the maturity of its fixed-income investments. The fund is not limited as to the debt quality of its fixed-income investments. It may also sell securities short. The fund is non-diversified.

Fisher Investments

Fund Family

Ultrashort Bond

Fund Category

26k

Net Assets

2017-03-30

Inception Date

More about Unified Series Trust - Tactical Multi-Purpose Fund

Performance Overview: TMPFX

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Trailing returns as of 5/31/2024. Category is Ultrashort Bond.

YTD Return

TMPFX
1.52%
Category
0.23%
 

1-Year Return

TMPFX
4.42%
Category
0.98%
 

3-Year Return

TMPFX
1.76%
Category
1.85%
 

5-Year Return

TMPFX
0.91%
Category
1.66%
 

Recent News: TMPFX

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Research Reports: TMPFX

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