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Flex-funds Total Return Utilities (FLRUX)
General Fund Information
Flex Funds
6125 Memorial Drive  
Dublin OH 43017
(800) 325-3539
www.flexfunds.com
Category:Domestic Equity Funds
Style:Value/Growth
Assets: ($ millions)$12.6

Account min.:$2,500
Reinvest. min.:$100
IRA account min.:$500
IRA reinvest min.:100.00
Type:Large-Cap
Expenses:1.76%
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 Issues11/30/17
Shareholder activism:YES
Community investment:-
Environment:R
Human rights:-
Employment:R
Products and Services:R
Weapons:X
Animal testing:X
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
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 Performance11/30/17
  Fund Return Percentile Rank *
Year to date: 6.75% 98
1 Year: 8.71% 99
Annualized returns:
3 Year: 1.43% 99
5 Year: 8.49% 90
10 Year: 4.21% 87
Since inception: 7.54% 74
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 Statistics11/30/17
Alpha 3YR:-0.70
Alpha 5YR:3.61
Beta 3YR:0.16
Beta 5YR:0.31
R. Squared 3YR:3.56
R. Squared 5YR:16.74
Sharpe 3YR:0.10
Sharpe 5YR:0.78
Std. Dev. 3YR:10.53
Std. Dev. 5YR:10.53
Sector Distribution 
Energy24.61% 
Utilities75.39% 

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