SMI Dynamic Allocation Fund (SMIDX)

Overview

The SMI Fund is an investment fund that operates with the goal of achieving superior returns for its investors through a unique strategy known as "Stock Upgrading". Managed by SMI Advisory Services, LLC, the fund's approach is rooted in the philosophy that actively monitoring and tactically reallocating investments across a broad spectrum of other investment companies can lead to above-average financial performance. By employing this dynamic investment method, the SMI Fund seeks to capitalize on emerging opportunities within the market, adjusting its portfolio to focus on funds that the Advisor identifies as the most promising at any given time. Despite its focus on investment companies, it is important to note that the SMI Fund is classified as non-diversified, meaning it may invest a larger portion of its assets in fewer securities, potentially increasing its risk and volatility.

Products and Services

The SMI Fund offers a specialized investment service that revolves around the "Stock Upgrading" strategy. This approach distinguishes itself through constant assessment and reallocation based on the performance analysis of a wide array of investment funds. Below is a detailed outline of the core service provided by the SMI Fund:

• Stock Upgrading Investment Strategy: This is a flagship strategy employed by the SMI Fund, aiming to generate superior returns for investors. The process involves regular evaluation of performance data from a diverse selection of investment companies. By doing so, the Fund seeks to identify and invest in the funds that are currently showing the most promise. The dynamic nature of this strategy allows the SMI Fund to adapt to changing market conditions, aiming to optimize investor returns over time. Despite the potential for high returns, investors should be aware of the increased risks associated with the non-diversified status of the fund, as it may lead to greater volatility.