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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 Fund is subject to greater risks to achieve potentially greater returns. The Core Fund will tend to be more diversified and will use asset allocation to reduce volatility to a greater extent than the Growth Fund. The Fund is designed for investors who have less tolerance for risk than an investor in the Growth Fund and perhaps have at least a five-year investment horizon.
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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