Sound Mind Investing Fund

Class No Load (SMIFX)
2 / 5 Stars
2 2 4 1 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
1 / 5 Stars
C+ (Hold)

#146 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Sound Mind funds

See full Mid-Cap Growth rankings

See more fund rankings


The fund has returned 31.61 percent over the past year, 11.36 percent over the past three years, and 21.61 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 3.6%
1 Year 31.6%
3 Years (Annualized) 11.4%
5 Years (Annualized) 21.6%
10 Years (Annualized) N/A

See more SMIFX performance


The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio of other investment companies using a "fund upgrading" strategy. It primarily invests in open-end equity mutual funds and exchange-traded funds ("ETFs") using its fund upgrading strategy. These underlying funds may, in turn, invest in a broad range of equity securities, including foreign securities and securities of issuers located in emerging markets. The fund is non-diversified.


Fees are Low compared to funds in the same category.
Sound Mind Investing Fund has an expense ratio of 1.17 percent.

See more SMIFX fees


Risk is Below Average compared to funds in the same category according to Morningstar.

See more SMIFX risk