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SMI Dynamic Allocation Fund (SMIDX)

US Funds

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13.97 -0.06 -0.43%

06/03 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 81.6M

Type: Fund

Market: United States

Issuer: Sound Mind

Asset Class: Equity

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SMIDX Overview

Find basic information about the SMI Dynamic Allocation Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SMIDX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change12.6%

Prev. Close14.03

Risk Rating

TTM Yield0.88%

ROE23.51%

IssuerSound Mind

Turnover200.42%

ROA11.09%

Inception Date41333

Total Assets81.6M

Expenses1.30%

Min. Investment500

Market Cap92.64B

CategoryTactical Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1044	1066	1242	1492	1470	1855
Fund Return	4.42%	6.56%	24.23%	14.28%	8.02%	6.37%
Place in category	52	31	14	32	51	79
% in Category	17	15	7	18	25	60

Top Equity Funds by SMI Funds

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Sound Mind Investing		95.79M	7.04	9.63	9.21

Top Funds for Tactical Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
PIMCO All Asset Instl	9.01B	7.79	10.99	8.03
Brighthouse Balanced Plus Portfolio	4.93B	2.01	6.86	6.28
Columbia Adaptive Risk Allocation Z	2.29B	5.85	12.51	7.60
Horizon Active Risk Assist N	1.42B	4.22	16.22	7.99
SEI Multi-Asset Accumulation F (SIM	1.12B	8.81	10.01	5.40

Top Holdings

Name	ISIN	Weight %	Last	Change %
Sprott Physical Gold Trust	-	17.87	-	-
BNY Mellon US Large Cap Core Equity ETF	-	13.16	-	-
SMI 3Fourteen REAL Asset Allocation ETF	-	12.93	-	-
iShares MSCI Emerging Mkts ex China ETF	-	9.27	-	-
iShares Russell 2000 Value ETF	-	7.96	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Neutral	Buy
Technical Indicators	Strong Sell	Sell	Strong Buy
Summary	Strong Sell	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SMI Dynamic Alloc.	13.97	-0.06	-0.43%