SMIFX Mutual Fund (Sound Mind Investing Fund) is managed by SMI Funds with $95.4M in net assets. SMIFX expense ratio is 1.79%, holding 38 positions across sectors including Unknown, Financials, Other. Inception date: 2005-12-02.

SMIFX performance shows a YTD return of 15.04%. The 1-year return is 17.96% and the 5-year return is 6.17%. SMIFX dividend yield stands at 4.61%, paid annually.

SMIFX top holdings include Ishares Russell 1000 Value ETF (28.3%), Smi 3Fourteen Full-Cycle Trend Etf (26.9%), Aegis Value Fund Class I (12.7%), Cambria Global Value ETF (11.3%), First Trust Developed Markets Ex-us Alphadex Fund (10.4%). View all SMIFX holdings, sector breakdown, or dividend history.

SMIFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.