UNIFIED SERIES TRUST OPERATING EXPENSE LIMITATION AGREEMENT BALLAST SMALL/MID CAP ETFOperating Expense Limitation Agreement • November 20th, 2020 • Unified Series Trust • Ohio
Contract Type FiledNovember 20th, 2020 Company JurisdictionTHIS OPERATING EXPENSE LIMITATION AGREEMENT (the “Agreement”) is effective as of the 18th day of November, 2020, by and between UNIFIED SERIES TRUST, an Ohio business trust (the “Trust”), on behalf of each series of the Trust set forth on Appendix A attached hereto (each a “Fund” and collectively the “Funds”) and the investment adviser of the Funds, Ballast Asset Management, LP (the “Adviser”).
UNIFIED SERIES TRUST AMENDED AND RESTATED OPERATING EXPENSE LIMITATION AGREEMENT SYMONS VALUE INSTITUTIONAL FUNDOperating Expense Limitation Agreement • March 27th, 2020 • Unified Series Trust • Ohio
Contract Type FiledMarch 27th, 2020 Company JurisdictionTHIS OPERATING EXPENSE LIMITATION AGREEMENT (the “Agreement”) is effective as of the 28th day of March, 2020, by and between UNIFIED SERIES TRUST, an Ohio business trust (the “Trust”), on behalf of each series of the Trust set forth on Appendix A attached hereto (each a “Fund” and collectively the “Funds”) and the investment adviser of the Funds, Symons Capital Management, Inc. (the “Adviser”).
UNIFIED SERIES TRUST OPERATING EXPENSE LIMITATION AGREEMENT fisher investments institutional group U.S. LARGE CAP EQUITY ENVIRONMENTAL AND SOCIAL VALUES fundOperating Expense Limitation Agreement • August 2nd, 2019 • Unified Series Trust • Ohio
Contract Type FiledAugust 2nd, 2019 Company JurisdictionTHIS OPERATING EXPENSE LIMITATION AGREEMENT (the “Agreement”) is effective as of the ___ day of ________, 2019, by and between UNIFIED SERIES TRUST, an Ohio business trust (the “Trust”), on behalf of each series of the Trust set forth on Appendix A attached hereto (each a “Fund” and collectively the “Funds”) and the investment adviser of the Funds, Fisher Asset Management, LLC (the “Adviser”).
UNIFIED SERIES TRUST OPERATING EXPENSE LIMITATION AGREEMENT fisher investments institutional group U.S. SmaLL Cap equity fundOperating Expense Limitation Agreement • August 2nd, 2019 • Unified Series Trust • Ohio
Contract Type FiledAugust 2nd, 2019 Company JurisdictionTHIS OPERATING EXPENSE LIMITATION AGREEMENT (the “Agreement”) is effective as of the ___ day of ________, 2019, by and between UNIFIED SERIES TRUST, an Ohio business trust (the “Trust”), on behalf of each series of the Trust set forth on Appendix A attached hereto (each a “Fund” and collectively the “Funds”) and the investment adviser of the Funds, Fisher Asset Management, LLC (the “Adviser”).
UNIFIED SERIES TRUST OPERATING EXPENSE LIMITATION AGREEMENT fisher investments institutional group all foreign equity ENVIRONMENTAL AND SOCIAL VALUES fundOperating Expense Limitation Agreement • August 2nd, 2019 • Unified Series Trust • Ohio
Contract Type FiledAugust 2nd, 2019 Company JurisdictionTHIS OPERATING EXPENSE LIMITATION AGREEMENT (the “Agreement”) is effective as of the ___ day of ________, 2019, by and between UNIFIED SERIES TRUST, an Ohio business trust (the “Trust”), on behalf of each series of the Trust set forth on Appendix A attached hereto (each a “Fund” and collectively the “Funds”) and the investment adviser of the Funds, Fisher Asset Management, LLC (the “Adviser”).
UNIFIED SERIES TRUST OPERATING EXPENSE LIMITATION AGREEMENT SYMONS VALUE INSTITUTIONAL FUNDOperating Expense Limitation Agreement • February 25th, 2019 • Unified Series Trust • Ohio
Contract Type FiledFebruary 25th, 2019 Company JurisdictionTHIS OPERATING EXPENSE LIMITATION AGREEMENT (the “Agreement”) is effective as of the ___ day of February, 2019, by and between UNIFIED SERIES TRUST, an Ohio business trust (the “Trust”), on behalf of each series of the Trust set forth on Appendix A attached hereto (each a “Fund” and collectively the “Funds”) and the investment adviser of the Funds, Symons Capital Management, Inc. (the “Adviser”).