Sound Mind Investing Fund Quote
| SMIFX Fund | USD 9.54 0.07 0.73% |
PerformanceVery Weak
| Odds Of DistressLow
|
Sound Mind is trading at 9.54 as of the 21st of March 2025; that is 0.73 percent decrease since the beginning of the trading day. The fund's open price was 9.61. Sound Mind has about a 23 % 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 21st of December 2024 and ending today, the 21st of March 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. This strategy is a systematic investment approach that is based on the belief of SMI Advisory Services, LLC , the SMI Funds adviser, that superior returns can be obtained by constantly monitoring the performance of a wide universe of other investment companies, and standing ready to move assets into funds deemed by the Advisor to be most attractive at the time of analysis. More on Sound Mind Investing
Moving together with Sound Mutual Fund
| 0.81 | SMILX | Smi Servative Allocation | PairCorr |
| 0.87 | CGRGX | American Funds Growth | PairCorr |
| 0.87 | FPGGX | American Funds Growth | PairCorr |
| 0.87 | FGPGX | American Funds Growth | PairCorr |
Moving against Sound Mutual Fund
Sound Mutual Fund Highlights
| Fund Concentration | SMI Funds, Large Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, SMI Funds, Large, Allocation--85%+ Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Sound Mind Investing [SMIFX] is traded in USA and was established 21st of March 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 0.71%, while the total return for the last 3 years was 4.49%.
Check Sound Mind Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sound Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sound Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sound Mind Investing Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sound Mind Investing Mutual Fund Constituents
| FIIIX | Fidelity International Growth | Mutual Fund | Foreign Large Growth | |
| JSVAX | Janus Trarian Fund | Mutual Fund | Mid-Cap Blend | |
| VO | Vanguard Mid Cap Index | Etf | Mid-Cap Blend | |
| MPEGX | Mid Cap Growth | Mutual Fund | Mid-Cap Growth | |
| PRNIX | Allianzgi Nfj Mid Cap | Mutual Fund | Mid-Cap Value | |
| AGOZX | Alger Small Cap | Mutual Fund | Small Growth | |
| RZV | Invesco SP SmallCap | Etf | Small Value | |
| USMV | iShares MSCI USA | Etf | Large Blend |
Sound Mind Investing Risk Profiles
| Mean Deviation | 0.8766 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 | |||
| Risk Adjusted Performance | (0.09) |
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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| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |