Sound Mind Investing Fund Quote

SMIFX Fund  USD 9.97  0.01  0.10%   

Performance

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Odds Of Distress

Low

 
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Low
Sound Mind is trading at 9.97 as of the 26th of February 2025; that is 0.1 percent decrease since the beginning of the trading day. The fund's open price was 9.98. Sound Mind has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 26th of February 2025. Click here to learn more.
The SMI Fund seeks to achieve its objective by investing in a diversified portfolio of other investment companies using a Stock Upgrading strategy. Sound Mind is traded on NASDAQ Exchange in the United States. More on Sound Mind Investing

Moving together with Sound Mutual Fund

  0.67SMILX Smi Servative AllocationPairCorr
  0.61SMIDX Smi Dynamic AllocationPairCorr
  0.61CGRGX American Funds GrowthPairCorr
  0.72FPGGX American Funds GrowthPairCorr
  0.61FGPGX American Funds GrowthPairCorr

Sound Mutual Fund Highlights

Fund ConcentrationSMI Funds, Large Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, SMI Funds, Large, Allocation--85%+ Equity (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Sound Mind Investing [SMIFX] is traded in USA and was established 26th of February 2025. Sound Mind is listed under SMI Funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of SMI Funds family. This fund at this time has accumulated 109.39 M in assets with minimum initial investment of 500. Sound Mind Investing is currently producing year-to-date (YTD) return of 1.93%, while the total return for the last 3 years was 6.84%.
Check Sound Mind Probability Of Bankruptcy

Instrument Allocation

Top Sound Mind Investing Mutual Fund Constituents

IWFiShares Russell 1000EtfLarge Growth
LMNOXMiller Opportunity TrustMutual FundMid-Cap Value
EIPCXParametric Modity StrategyMutual FundCommodities Broad Basket
IPORenaissance IPO ETFEtfMid-Cap Growth
LGLVSPDR SSGA LargeEtfLarge Blend
FAGCXFidelity Advisor GrowthMutual FundLarge Growth
MSSGXSmall Pany GrowthMutual FundSmall Growth
VVPLXVulcan Value PartnersMutual FundLarge Blend
More Details

Sound Mind Investing Risk Profiles

Sound Mind Against Markets

Other Information on Investing in Sound Mutual Fund

Sound Mind financial ratios help investors to determine whether Sound Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sound with respect to the benefits of owning Sound Mind security.
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