Mutual Funds Center
Flex-funds Total Return Utilities (FLRUX)
General Fund Information
Flex Funds
6125 Memorial Drive  
Dublin OH 43017
(800) 325-3539
Category:Domestic Equity Funds
Assets: ($ millions)$32.3

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:24.71
Avg. P/B:6.54
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 Issues06/30/18
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: 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 Performance06/30/18
  Fund Return Percentile Rank *
Year to date: -1.02% 75
1 Year: 3.15% 70
Annualized returns:
3 Year: 2.90% 99
5 Year: 5.58% 94
10 Year: 4.18% 90
Since inception: 7.33% 71
Inception date: 06/21/95  
Bear Market: -15.75%  
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 Statistics06/30/18
Alpha 3YR:0.54
Alpha 5YR:2.32
Beta 3YR:0.15
Beta 5YR:0.25
R. Squared 3YR:3.68
R. Squared 5YR:11.33
Sharpe 3YR:0.22
Sharpe 5YR:0.52
Std. Dev. 3YR:9.96
Std. Dev. 5YR:9.96
Sector Distribution 

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