SMI Dynamic Allocation Fund SMIDX

Medalist Rating as of Aug 31, 2026 See Sound Mind Investment Hub

Strategy

The investment seeks total return. The fund indirectly will bear its proportionate share of all management fees and other expenses of the underlying funds in which it invests. Therefore, the SMI Dynamic Allocation Fund will incur higher expenses than other mutual funds that invest directly in securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SMIDX	SMI Dynamic Allocation Fund	No Load	Open			Feb 28, 2013	$75.12M	1.580%	Above Average	$500	−$8.45M

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SMI Dynamic Allocation Fund SMIDX

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