SMIFX Mutual Fund

SMIFX Mutual Fund (Sound Mind Investing Fund) is managed by SMI Funds with $92.9M in net assets. SMIFX expense ratio is 1.79%, holding 39 positions across sectors including Financials. Inception date: 2005-12-02.

SMIFX performance shows a YTD return of 9.99%. The 1-year return is 14.04% and the 5-year return is 5.41%. SMIFX dividend yield stands at 4.82%, paid annually.

SMIFX top holdings include Ishares Russell 1000 Value ETF (29.0%), Smi 3Fourteen Full-Cycle Trend Etf (28.1%), Needham Small Cap Growth Class I (11.7%), Oberweis Micro-Cap Fund (11.4%), Paradigm Funds (10.5%). Go to all SMIFX holdings, SMIFX sectors, or SMIFX dividends.

SMIFX can be compared against other funds. Use SMIFX overlap to find shared positions, or SMIFX vs another fund for a side-by-side view. SMIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.