• Overview
• Fund Upgrading
• Just-the-Basics
• Advanced Strategies
• 401(k) Fund Tracker
• Bond Portfolio Tool

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401(k) Fund Tracker Overview

SMI's 401(k) fund tracker allows you to follow the specific funds offered in your retirement plan. Each month you can access a custom report that ranks the funds in your plan. With a single click you'll learn what upgrades should be made in your 401(k) or other retirement-plan portfolio. For those who have money in an employer-sponsored retirement plan, this feature alone is well worth the monthly cost of web membership!

HOW DOES IT WORK?

The process is simple. The first time you use the 401k Fund Tracker, simply select the stock funds offered by your 401(k) or other retirement plan. Then save your list for future visits. With the click of a button, the fund tracker delivers a custom report that ranks the funds in your list, organized by SMI risk category and sorted by momentum.

EASY TO MAINTAIN

Just return once a month to get your updated report and learn if any changes are needed to your portfolio. You can even store multiple portfolios. It's as easy as clicking a button.