SMI Dynamic Allocation Fund

Class Other (SMIDX)

U.S. News evaluated 247 Moderate Allocation 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 Moderate Allocation rankings

See more fund rankings

Performance

The fund has returned 12.33 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 12.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more SMIDX performance

Summary

The investment seeks total return. The fund uses a dynamic asset allocation investment strategy to achieve its investment objective. This is done by investing in securities from the following six asset classes - U.S. Equities, International Equities, Fixed Income Securities, Real Estate, Precious Metals, and Cash. Markets experience times of inflation, deflation, economic growth and recession.

Fees

Fees are Above Average compared to funds in the same category.
SMI Dynamic Allocation Fund has an expense ratio of 1.30 percent.

See more SMIDX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more SMIDX risk