The investment seeks long-term capital appreciation. The SMI Fund seeks to achieve its objective by investing in a diversified portfolio of other investment companies using a "Fund Upgrading" strategy. This strategy is a systematic investment approach that is based on the belief of SMI Advisory Services, LLC ("Advisor"), the SMI Fund's adviser, that superior returns can be obtained by constantly monitoring the performance of a wide universe of other investment companies, and standing ready to move assets into funds deemed by the Advisor to be most attractive at the time of analysis. The fund is non-diversified.
Fund filings (PDF) »
Mark Biller (Started: Dec 2, 2005)
Eric Collier (Started: Dec 2, 2005)
Anthony Ayers (Started: Dec 2, 2005)
# Contact ?>
Sound Mind, P.O. Box 6110,, Indianapolis IN 46208, USA