Unified Series Trust - Selective Opportunity Fund (SLCTX)
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Unified Series Trust - Selective Opportunity Fund
Unified Series Trust
225 PICTORIA DRIVE, SUITE 450
CINCINNATI OH 45246
434-515-1517
Management information
Christopher J Devlin,Lead manager since 30 January 2017
Mr. Devlin, who holds the Chartered Financial Analyst (CFA) designation, is Chief Investment Officer of Selective Wealth Management, LLC and Portfolio Manager of the Selective Process strategy. Prior to forming the firm in 2012, Mr. Devlin managed the investment portfolio of Charis Equity in 2009 and 2010. Mr. Devlin earned Bachelor’s degree in Engineering from Pennsylvania State University in 2007, and received a Master’s degree in Theology and Apologetics from Liberty University in 2012.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familySelective
Net assets149.62M
YTD return0.95%
Yield0.00%
Morningstar rating★
Inception date30 Jan 2017
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover57.00%
Average for categoryN/A
Fees and expenses
ExpenseSLCTXCategory average
Annual report expense ratio (net)0.93%0.99%
Prospectus net expense ratio0.93%N/A
Prospectus gross expense ratio0.93%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection296N/A
5-yr expense projection515N/A
10-yr expense projection1,143N/A
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