Sound Mind Investing Balanced Fund

Class Other (SMILX)
Scorecard
3 / 5 Stars
Lipper
3 3 3 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

Fund Fees

Updated 02.28.2014

Maximum Sales Fees %
Initial
Deferred

Updated 02.28.2014

Maximum Fees %
Administrative
Management 0.9
Redemption 2.0

Updated 02.28.2014

Actual Fees %
12b-1 0.0
Management 0.9
Net Expense Ratio: Annual Report 1.15
Net Expense Ratio: Prospectus 1.83

Updated 07.03.2014

Total Cost Projections
3-Year $653.00
5-Year $1,146.00
10-Year $2,505.00

Purchase Information

Updated 02.28.2014

Minimum Investments
Initial $2,500.00
Additional $100.00
Initial IRA $2,500.00
Additional IRA $100.00
Initial AIP $0.00
Additional AIP $100.00

Contact Fund

Unified Series Trust (SMI)

2960 N. Meridian St., Suite 300
Indianapolis, IN 46208

www.smifund.com