Strength in the People Pillar isn't sufficient for Sound Mind Investing to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
NAV / 1-Day Return
8.38 / 0.36 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Investment StyleLarge Value
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Analysis SMIFX
Will SMIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.