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Sound Mind Investing SMIFX

Quantitative rating as of
NAV / 1-Day Return
8.38  /  0.36 %
Total Assets
114.6 Mil
Adj. Expense Ratio
1.160%
Expense Ratio
1.730%
Distribution Fee Level
High
Share Class Type
No Load
Category
Allocation—85%+ Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
3.48%
Turnover
300%

Morningstar’s Analysis SMIFX

Will SMIFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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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.

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