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Mutual Funds Center
Utopia Yield Income 
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) 

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Mid-Cap
Expenses: 
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Fund Description
The Yield Income Fund seeks to have less volatility and variability of return than the other Utopia Funds. The Yield Income Fund emphasizes fixed income and income-oriented equity investments and secondarily modest or non-income producing equity investments. The Fund is designed for investors seeking total returns with less volatility than the other Utopia Funds. Investors who are retired or otherwise anticipate near-term or periodic needs for either the principal or the income should consider this Fund.
Social Issues12/31/17
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 Performance12/31/17
  Fund Return Percentile Rank *
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Bear Market:    
Bear Market Period:     —      

* 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 Statistics12/31/17
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Sector Distribution 
No fund sectors available

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