| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
1
5
1
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Fees
Updated 04.01.2013
| Maximum Sales Fees % | |
|---|---|
| Initial | |
| Deferred |
Updated 04.01.2013
| Maximum Fees % | |
|---|---|
| Administrative | 0.08 |
| Management | 1.0 |
| Redemption | 2.0 |
Updated 04.01.2013
| Actual Fees % | |
|---|---|
| 12b-1 | |
| Management | 1.0 |
| Net Expense Ratio: Annual Report | 1.46 |
| Net Expense Ratio: Prospectus | 1.5 |
Updated 05.03.2013
| Total Cost Projections | |
|---|---|
| 3-Year | $438.00 |
| 5-Year | $745.00 |
| 10-Year | $1,616.00 |
Purchase Information
Updated 04.01.2013
| Minimum Investments | |
|---|---|
| Initial | $5,000.00 |
| Additional | $250.00 |
| Initial IRA | $2,500.00 |
| Additional IRA | $250.00 |
| Initial AIP | $5,000.00 |
| Additional AIP | $250.00 |
Contact Fund
Unified Series Trust (Symons)
650 Washington Road, Suite 800
Pittsburgh, Pennsylvania 15228
USA
877.679.6667
