| No headlines available for SMIFX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 253.11M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 27.27% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 587 | | % Rank in Category (ytd): | 70.98% | | Beta (3y): | 1.00 | | Morningstar Risk Rating: | Below average |
|
| The investment seeks to provide long-term capital appreciation. The fund invests in a diversified portfolio of other equity mutual funds using a fund upgrading strategy. It primarily invests in open end equity mutual funds and ETFs using its fund upgrading strategy. A portion of the Funds assets may be invested in short-term cash instruments including repurchase agreements, short-term debt instruments, and money market funds, pending selection of underlying funds that meet the advisors investment criteria. The fund is nondiversified. | | | Fund Profile |
|
Help
0.15 (1.65%) 
Summary
Add SMIFX to Portfolio 
Download Data
