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Utopia Funds 
General Fund Information
P.O. Box 13316 Denver, CO 80201
(888) 866-7423www.utopiafunds.com
Category:Domestic Equity Funds
Style:Value
Assets: ($ millions) 

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Type:Small-Cap
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Fund Description
The Core Conservative Fund emphasizes income-oriented fixed income and equity securities, although, with an actively managed strategy for long-term absolute total return. The Core Conservative Fund will invest to a greater extent in fixed income securities than the Growth Fund or the Core Fund. The Fund seeks to be less volatile than the Core Fund over a 12-month period. The Fund is designed for investors with a lower tolerance for risk.
Social Issues11/30/17
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P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance11/30/17
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MPT Statistics11/30/17
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Sectors Pie Chart 
No fund sectors available

 

 
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