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Home > Financial Services > Mutual Funds > Unified
Unified
Unified was founded in Indianapolis in 1952, and entered the mutual fund business in 1963 when it created and commenced servicing the first Indiana-based mutual fund. Additional internal funds followed in ensuing years, and in 1984, Unified began providing its transfer agency, fund accounting and administration services to unaffiliated third-party funds. We combine over forty years of mutual fund experience and modern technology to bring funds to the marketplace and support them once there.
Unified Provides the mutual fund services under the name Dreman Contrarian. Dreman Contrarian Large Cap Value Fund seeks total return. The fund invests primarily in common stocks of large capitalization companies that pay relatively high dividends and that have intrinsic value. It invests at least 80 percent of assets in equity securities of large capitalization companies. The fund may invest up to 20 percent of assets in foreign securities and up to 20 percent of assets in fixed income securities. It also may invest in preferred stocks, convertible securities, such as convertible preferred stock or convertible debt securities, and warrants.
Dreman Contrarian Small Cap Value Fund seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities of companies with capitalization ranges from 100 million dollars to 2 billion dollars. It invests at least 80 percent of assets in equity securities of small capitalization companies. The fund also may invest in preferred stocks, convertible securities, such as convertible preferred stock or convertible debt securities, and warrants.
A series fund is a mutual fund that is authorized to create an unlimited number of series, or separate portfolios. Each portfolio has its own assets and liabilities and shareholders and each portfolio is independent of the others.
Unified offers the series fund solution as a way for an advisor to utilize an existing trust currently available from Unified and to register its funds in that trust. This option is often selected by firms establishing only a few funds because portions of the operational expenses are shared by all of the portfolios in the trust. Other cost efficiencies include requiring only one Board of Trustees, one set of officers, and a joint fidelity bond that covers all of the
portfolios. Regulatory filings are also simplified because the Securities and Exchange Commission and many states treat a series fund as a single registrant.
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