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SMI Funds

SMI is a company that sells mutual funds with $233M in assets... SMI is a company that sells mutual funds with $233M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 2013. The average manager tenure for all managers at SMI is years. The company offers investors 3 mutual funds, in terms of the number of individual fund symbols. View more View less

SMI is a company that sells mutual funds with $233M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are... SMI is a company that sells mutual funds with $233M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 2013. The average manager tenure for all managers at SMI is years. The company offers investors 3 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 4/23/24
Sound Mind Investing Fund

SMIFX | Fund | Other

$8.97

+1.93%

$106.28 M

1.70%

$0.15

8.51%

-10.91%

-0.37%

2.49%

1.61%

SMI Dynamic Allocation Fund

SMIDX | Fund | Other

$11.70

+0.69%

$73.54 M

0.19%

$0.02

2.82%

-3.74%

1.78%

1.82%

1.56%

SMI Multi-Strategy Fund

SMILX | Fund | Other

$9.85

+1.34%

$53.67 M

0.83%

$0.08

5.44%

-5.87%

1.89%

0.88%

1.52%

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