SMIFX Rating, Research - Sound Mind Investing

Sound Mind Investing (smifx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 5

Threats + Weaknesses = 4

When strengths & opportunities substantially exceed threats & weaknesses an investment in the smifx mutual fund has great long term potential.

Fund Management Team

Sound Funds

Fund Description Update

Sound Mind Investing (SMIFX) Description: SMIFX is a mutual fund, which is an investment that owns a basket of assets. The SMIFX mutual fund was provided by Sound and this investment vehicle derives the majority of its value from equity holdings (stocks). Sounds mutual fund has a medium management tenure and is in the average fund size classification. SMIFXs minimum initial investment amount is $2500 while the IRA minimum is $2500. SMIFXs expense ratio is roughly 1%. The latest SMIFXs front end load was 0% and the back end load was 0%. The Sound Mind Investing (SMIFX) mutual fund falls under the mid-cap growth category. SMIFX focuses its investments in USA and SMIFX is not affiliated with a particular industry or fund sector. The Sound Mind Investing (SMIFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SMIFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SMIFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and income. The fund invests mainly in the stocks (see stock research) of medium-size U.S. companies, choosing stocks (see stock research) considered to be undervalued which are generally those that are out of favor with investors and are trading at prices that the advisor feels are below average in relation to such measures as earnings and book value

Management Analysis Update

The smifx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update