Sound Mind Investing Managed Volatility Fund (SMIVX)
Sound Mind Investing Managed Volatility Fund (SMIVX) Quote
Sound Mind Investing Managed Volatility Fund (SMIVX) Profile
2960 North Meridian Street, Suite 300 Indianapolis, IN 46208 USA
Manager Start Date
The investment seeks long-term capital appreciation with less volatility than broad U.S. equity markets. The fund invests in a diversified portfolio of other equity investment companies using a â??fund upgradingâ? strategy. In connection with its hedging strategy, it can invest in options and futures contracts and may engage in short sales. The fund typically invests in small-, mid- and large-cap equity mutual funds as well as international funds, which means the fundâ??s portfolio will be exposed to U.S. and foreign equity market risks. It may hedge up to 100% of the value of the equity securities in its portfolio.
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