Sound Mind Funds List | Morningstar

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Sound Mind Mutual Funds List

Share Class Type

1 to 3 of 3 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day-End) YTD, Day-End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
SMI Dynamic Allocation Fund	SMIDX	Tactical Allocation			4.64%	66	1.580%	Above Average	No Load	$500
Sound Mind Investing Fund	SMIFX	Aggressive Allocation			8.90%	63	1.610%	High	No Load	$500
SMI Multi-Strategy Fund	SMILX	Moderately Aggressive Allocation			4.44%	97	1.700%	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
A category is a way to group investments based on similar risk, return, and behavior profiles.
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Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.
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Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
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Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
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