QDVSX Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans

This is an open ended mutual fund. The investment seeks to outperform, net of fees and expenses, the return of the MSCI ACWI Investable Markets Index. The fund seeks to achieve its objective by investing primarily in a portfolio of global equity securities, including securities of emerging market companies. Under normal circumstances, it invests at least 80% of its assets in common stocks that meet the fund's environmental, social and governance guidelines at the time of investment.

As of 07/27/2021

Mutual Fund Information
Sponsor:     Unified Series Trust
Category1:  Global Equity
Category2:  Global
Category3:  Large cap
Morningstar category:  World Large Stock
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     10/16/2019
Market cap:     $0
Current yield:     1.14%
Fees:     0.0000%
Investment style: Actively managed

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