Sound Mind Mutual Funds
Sound Mind Funds List
1 to 3 of 3 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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---|---|---|---|---|---|---|---|---|---|---|
Sound Mind Investing | SMIFX | Aggressive Allocation | 16.82% | 4 | 1.480% | High | No Load | $500 | ||
SMI Dynamic Allocation | SMIDX | Tactical Allocation | 11.92% | 30 | 1.560% | Above Average | No Load | $500 | ||
SMI Multi-Strategy | SMILX | Moderately Aggressive Allocation | 12.79% | 60 | 1.520% | High | No Load | $500 |
Sound Mind Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank