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Overview
The Sound Mind Investing Funds follow an investing strategy called Upgrading. The Upgrading strategy is an approach to buying and selling no-load mutual funds that focuses on owning the best performing mutual funds, whatever the current market environment may be. The Upgrading strategy has been a principal investment strategy recommendation of the Sound Mind Investing newsletter, a separate entity, to thousands of subscribers since it began publication in 1990. The Sound Mind Investing Funds were created to provide investors with the potential benefits of the Upgrading investment strategy within a single investment vehicle.

The Sound Mind Investing Funds are designed for investors who recognize the tremendous potential of the Upgrading approach, but prefer to have the strategy implemented for them by professionals rather than upgrading on their own. Within the Funds, we handle the ongoing process of upgrading from fund to fund as conditions warrant. You get the best of both worlds: all the benefits of upgrading without the continual effort required to successfully manage an Upgrading portfolio on your own.

Whether you've known about the Upgrading approach for years and desire to be freed from the task of managing your Upgrading portfolio, or are brand new to the Upgrading philosophy, we're glad you're here. A solid strategy and management you can trust are two of the key ingredients you should look for in choosing a mutual fund. We believe the Sound Mind Investing Funds offer both, and are the right investment vehicles to help you pursue your financial goals.