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Utopia Core Conservative 
General Fund Information
Utopia Funds
P.O. Box 13316  
Denver CO 80201
(888) 866-7423
www.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 Issues03/31/18
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance03/31/18
  Fund Return Percentile Rank *
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* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics03/31/18
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Sector Distribution 
No fund sectors available

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