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Flex Funds (FLRUX)
General Fund Information
6125 Memorial Drive Dublin, OH 43017
Category:Domestic Equity Funds
Assets: ($ millions)$39.7

Account min.:$2,500
Reinvest. min.:$100
IRA account min.:$500
IRA reinvest min.:100.00
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:29.63
Avg. P/B:3.50
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Total Return Utilities Fund seeks current income and capital appreciation by investing in fiscally-sound domestic and foreign utility companies and their suppliers. The Fund seeks to be socially responsible by avoiding companies with exposure to the nuclear power industry.
Social Issues01/31/18
Shareholder activism:YES
Community investment:-
Human rights:-
Products and Services:R
Animal testing:X
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X

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 
Fund Performance01/31/18
Year to date: 1.06%
Year to date: 1.06%
1 Year: 9.19%
Annualized returns:
3 Year: 3.49%
5 Year: 7.38%
10 Year: 4.83%
Since inception: 7.57%
Inception date: 06/21/95
Bear Market: -15.75%
Bear Market Period:     —    
MPT Statistics01/31/18
Alpha 3YR:2.15
Alpha 5YR:3.96
Beta 3YR:0.15
Beta 5YR:0.27
R. Squared 3YR:3.59
R. Squared 5YR:14.10
Sharpe 3YR:0.29
Sharpe 5YR:0.70
Std. Dev. 3YR:10.13
Std. Dev. 5YR:10.13
Sectors Pie Chart 
Sector Distribution Chart


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