IFUNX Iron Strategic Income Fund Institutional Class

This is an open ended mutual fund. The investment seeks to maximize total return. The fund seeks to attain its investment objective by strategically adjusting the portfolio& 39 s market exposure, typically to fixed income markets, including high yield securities, convertible bonds and cash. The fund& 39 s adviser, IRON Financial, LLC, employs a top down approach that includes a review of fundamental and quantitative factors to determine the desired economic exposure at any given time. This total return approach strives to earn interest income on securities held in the fund& 39 s portfolio and to generate capital appreciation through strategic adjustments of the fund& 39 s assets.

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Unified Series Trust
Category1:  US Fixed Income
Category2:  Corporate bonds
Category3:  Unconstrained
Morningstar category:  Nontraditional Bond
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     10/11/2006
Market cap:     $23,090,000
Current yield:     2.88%
Fees:     1.4100%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  90470K446
ISIN:    US90470K4461
Investment style: Actively managed

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