Sound Mind Investing Fund Quote

SMIFX Fund  USD 10.43  0.06  0.58%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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Low
Sound Mind is trading at 10.43 as of the 18th of September 2025; that is 0.58 percent increase since the beginning of the trading day. The fund's open price was 10.37. Sound Mind has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of June 2025 and ending today, the 18th of September 2025. Click here to learn more.
The SMI Fund seeks to achieve its objective by investing in a diversified portfolio of other investment companies using a Stock Upgrading strategy. Sound Mind is traded on NASDAQ Exchange in the United States. More on Sound Mind Investing

Moving together with Sound Mutual Fund

  0.97SMILX Smi Servative AllocationPairCorr
  0.73CGRGX American Funds GrowthPairCorr
  0.73FPGGX American Funds GrowthPairCorr
  0.92FGPGX American Funds GrowthPairCorr

Sound Mutual Fund Highlights

Fund ConcentrationSMI Funds, Large Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, SMI Funds, Large, Allocation--85%+ Equity (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Sound Mind Investing [SMIFX] is traded in USA and was established 18th of September 2025. Sound Mind is listed under SMI Funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of SMI Funds family. This fund at this time has accumulated 109.39 M in assets with minimum initial investment of 500. Sound Mind Investing is currently producing year-to-date (YTD) return of 0.71%, while the total return for the last 3 years was 7.86%.
Check Sound Mind Probability Of Bankruptcy

Instrument Allocation

Top Sound Mind Investing Mutual Fund Constituents

IWNiShares Russell 2000EtfSmall Value
POLIXPolen Growth FundMutual FundLarge Growth
RDVYFirst Trust RisingEtfLarge Value
QQQInvesco QQQ TrustEtfLarge Growth
FIVFXFidelity International CapitalMutual FundForeign Large Growth
IWDiShares Russell 1000EtfLarge Value
IPORenaissance IPO ETFEtfMid-Cap Growth
PDBCInvesco Optimum YieldEtfCommodities Broad Basket
More Details

Sound Mind Investing Risk Profiles

Sound Mind Against Markets

Other Information on Investing in Sound Mutual Fund

Sound Mind financial ratios help investors to determine whether Sound Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sound with respect to the benefits of owning Sound Mind security.
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