Unified Series Trust - Symons Value Institutional Fund (SVTIX)
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Unified Series Trust - Symons Value Institutional Fund
UNIFIED SERIES TRUST
2960 NORTH MERIDIAN STREET, STE. 300
INDIANAPOLIS IN 46208
877-679-6667
Management information
Colin E. Symons,Lead manager since 21 December 2006
Mr. Symons, who holds the Chartered Financial Analyst designation, is Chief Investment Officer and Portfolio Manager of the Symons Capital Management Value strategy and co-manager with Mr. Karr of the Small Cap strategy. In conjunction with his portfolio management responsibilities, he oversees and is principally responsible for the company's independent equity research. Mr. Symons joined Symons Capital Management in July 1997 after working as a software developer in Washington and New York, concentrating on financial services applications for entities such as Chase Manhattan Bank and the Internal Revenue Service. While he was a software developer, Mr. Symons earned the prestigious designation of Microsoft Certified Solution Developer. Mr. Symons earned his BA at Williams College in three years, at age 20.
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 Value
Fund familySymons
Net assets3.98M
YTD return9.97%
Yield1.52%
Morningstar rating★
Inception date21 Dec 2006
Fund operations
Last dividend0.03
Last cap gain0.00
Holdings turnover75.00%
Average for categoryN/A
Fees and expenses
ExpenseSVTIXCategory average
Annual report expense ratio (net)1.00%0.90%
Prospectus net expense ratio1.00%N/A
Prospectus gross expense ratio2.55%N/A
Max 12b1 fee0.00%N/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection318N/A
5-yr expense projection552N/A
10-yr expense projection1,447N/A
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