Mutual Funds

Mutual Funds:

The Sound Mind Investing Funds are designed for investors who recognize the tremendous potential of Dynamic Asset Allocation, Stock Upgrading, and Sector Rotation, but who prefer to have the strategies implemented for them by professionals.

Within the Funds, we provide daily professional oversight and management. This includes the timely repositioning of the portfolios as conditions warrant, automatic portfolio rebalancing, and in taxable accounts, the simplification of receiving just one consolidated tax document per strategy. You get the best of both worlds: all the benefits of the strategies you’ve selected without the continual attention and effort required to successfully implement the strategies on your own.

Solid strategies and management you can trust are two of the key ingredients you should look for in choosing mutual funds. We believe the Sound Mind Investing Funds offer both, and invite you to examine whether they may be the right investment vehicles to help you pursue your financial goals.

**Please click on each fund picture below to learn more about each fund**


SMI Dynamic Allocation Fund

The SMI Dynamic Allocation Fund (SMIDX) uses an investing strategy called Dynamic Asset Allocation (DAA). Generally, the Fund will be invested in each of the three asset classes deemed most appropriate by SMI at any particular time.

The six asset classes utilized within DAA are:

  • Domestic Equities
  • International Equities
  • Bonds
  • Real Estate
  • Precious Metals
  • Cash

Markets periodically experience times of inflation, deflation, economic growth and recession. Each of these asset classes will typically respond quite differently to varying market conditions. Our research indicates that great value can be added by adjusting portfolio exposure between the six asset classes as these changes in market environments become apparent. In other words, we try to be in the right place at the right time — and possibly more importantly — to not be in the wrong place at the wrong time. This strategy involves monitoring six broad asset classes, with the portfolio typically positioned among the three that score the highest in SMI's proprietary scoring system.

Once the specific asset classes are determined, we achieve the desired exposure to each by using securities including, but not limited to, the following: ETFs, Mutual Funds, Individual Securities and derivatives.