Morningstar

SMI Multi-Strategy Fund SMILX

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

Strategy

The investment seeks total return. The fund primarily invests in open-end equity mutual funds, ETFs and publicly traded partnerships using its Stock Upgrading strategy. Generally, underlying funds with the highest momentum scores are chosen. The underlying funds that do not have the highest momentum scores may not outperform and could, in fact, lose money. These underlying funds may, in turn, invest in a broad range of equity securities, including foreign securities and securities of issuers located in emerging markets.

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
SMILX	SMI Multi-Strategy Fund	No Load	Open			Apr 29, 2015	$55.12M	1.700%	High	$500	−$2.04M

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