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SMI FundsIf you're interested in SMI's Upgrading strategy but lack the time or discipline to Upgrade on your own, you may want to learn more about the Sound Mind Investing Funds, two professionally managed mutual funds based on the Upgrading model.
Although the Funds are separate from the SMI newsletter, common questions about the Funds are answered in the newsletter articles linked below. When you see a title of interest, click on it to view the complete article. (Note that links with the key symbol [  ] are locked to visitors and available to Web Members only.) The SMI Balanced Fund (SMILX — smile!) will use roughly a 60/40 stock/bond allocation. The 60% in stocks will be managed using the same Upgrading approach as the flagship SMI Fund. The 40% bond side will be managed by one of the nation's premier bond management companies.
Not everyone is cut out to be a "do-it-yourselfer." If you like SMI's Upgrading strategy but don't want to have to manage your portfolio yourself, this professionally managed mutual fund may be just what you're looking for.
Many SMI readers have asked how the returns of the Sound Mind Investing Fund have compared to newsletter Upgrading. Here is an in-depth look.
The market has been flat for the past 11 years. It's tough accumulating investment gains in that type of environment, but it can still be done. We discuss two key investing tools, which when combined, have proven a potent combination.
The Sound Mind Investing Managed Volatility Fund (SMIVX) has been closed to new investors. It will reorganize into Sound Mind Investing Fund (SMIFX) on February 15, 2011.
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*Because the SMI Funds invest in other mutual funds, they bear their share of the fees and expenses of the underlying funds, in addition to the fees and expenses payable directly to the Funds. As a result, you'll pay higher total expenses than you would investing in these underlying funds directly. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The Funds' prospectus contains this and other information about the Funds, and should be read carefully before investing.
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