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IUSCX
Mutual Fund ticker: NASDAQ
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NET ASSETS

FI Instl Group U.S. Small Cap Eq (IUSCX) Ownership - Who owns FI Instl Group U.S. Small Cap Eq?

The investment seeks to outperform, net of fees and expenses, the Russell 2000 Index (the "Benchmark")... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
Unified Series Trust225 PICTORIA DRIVE, SUITE 450CINCINNATI
Phone
N/A
Web
N/A

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
0.75
Min. Initial Investment
N/A
Fund Existence
almost 5 years
Turnover
29.00
Front Load
N/A
Net Assets
182297.00
Manager Tenure
N/A

Fundamentals

IUSCX
Net Assets
182K
Fund Existence
almost 5 years
Turnover
29.00
Total Expense Ratio
0.75
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
85.82
Assets in Top Ten Holdings
52.5K
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
182K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.68
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
94.00
Number of Net Holdings
94.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
23.19%
Gain YTD
-15.366
Annual Yield % from dividends
0.18
Returns for 1 year
-12.71
Returns for 3 years
-1.97
Returns for 5 years
N/A
Returns for 10 years
N/A
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General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Unified Series Trust225 PICTORIA DRIVE, SUITE 450CINCINNATI
Phone
N/A
Web
N/A