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Sound Mind Investing Managed Volatility Fund (SMIVX)

Sound Mind Investing Managed Volatility Fund (SMIVX) Quote

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Sound Mind Investing Managed Volatility Fund (SMIVX) Profile

Family
Inception Date
12-27-2006
Address
2960 North Meridian Street, Suite 300 Indianapolis, IN 46208 USA
877-764-3863
http://www.smifund.com
Manager
Mark Biller
Manager Start Date
12-27-2006
Profile
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.
Net Assets
25.89M
Minimum Investment
$2,500
Morningstar Rating
3 stars
Recent Top Holdings

Sound Mind Investing Managed Volatility Fund (SMIVX) News

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Sound Mind Investing Managed Volatility Fund (SMIVX) additional information

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