Fund Descriptions
Please read below for a short description of each of our fund offerings. We currently offer five fixed-income funds, and one domestic equity fund.
YieldQuest Total Return Bond Fund - YQTRX (YQTRX Fund Description.pdf)
The YieldQuest Total Return strategy leverages its managers' fixed-income expertise to seek superior performance from a wide array of fixed-income vehicles.
YieldQuest Tax-Exempt Bond Fund - YQTEX (YQTEX Fund Description.pdf)
The YieldQuest Tax Exempt Fund seeks tax-free income and total return primarily through individual municipal issues, ETFs, and special situations within the tax-exempt universe.
YieldQuest Core Equity Fund - YQCEX (YQCEX Fund Description.pdf)
The goal of the YieldQuest Equity Fund is to add value relative to the Russell 3000 through active management of equity investments across the style/cap spectrum.