People Meeting

Fund Snapshots

We update our fund fact sheets quarterly. While we provide much more up-to-date information about our funds during bi-monthly client conference calls, through our YieldQuest Select Portal site, and other regular client communications, the information here can be a useful quick reference for you, or something to share with clients.

YieldQuest Total Return Bond Fund (YQTRX) – Adobe PDF IconFund Snapshot

YieldQuest Tax-Exempt Bond Fund (YQTEX) – Adobe PDF IconFund Snapshot

YieldQuest Core Equity Fund (YQCEX) – Adobe PDF IconFund Snapshot

YieldQuest Flexible Income Fund (YQFIX) – Adobe PDF IconFund Snapshot

YieldQuest Low Duration Bond Fund (YQSTX) – Adobe PDF IconFund Snapshot

YieldQuest Low Duration Tax-Exempt Bond Fund (YQSMX) – Adobe PDF IconFund Snapshot