SMI Dynamic Allocation Fund (SMIDX) Alternatives
SMI Dynamic Allocation Fund (SMIDX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMIDX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SMIDX
SMIDX charges 1.19% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among SMIDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | SMIDX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | SMIDX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | SMIDX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | SMIDX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | SMIDX vs GPIFX |
Best Risk-Adjusted Alternatives to SMIDX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | SMIDX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | SMIDX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | SMIDX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | SMIDX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | SMIDX vs MOJOX |
Top Performing SMIDX Alternatives (YTD)
SMIDX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | SMIDX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | SMIDX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | SMIDX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | SMIDX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | SMIDX vs ABRZX |
Lowest Volatility Alternatives to SMIDX
SMIDX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | SMIDX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | SMIDX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | SMIDX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | SMIDX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | SMIDX vs SFHYX |
Lowest Drawdown Alternatives to SMIDX
SMIDX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | SMIDX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | SMIDX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | SMIDX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | SMIDX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | SMIDX vs HFSAX |
Other Mutual Funds from SMI Funds
Most popular SMI Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Sound Mind Investing Fund | Diversified Portfolio | 29 | 3.42% | Dec 1, 2005 | SMIDX vs SMIFX | |
| SMI Multi-Strategy Fund | Diversified Portfolio | 65 | 0.37% | Apr 28, 2015 | SMIDX vs SMILX |
Often Compared With SMIDX
What investors most often compare with SMIDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SMIDX vs VOO | |
| SPDR EURO STOXX 50 ETF | Europe Equities | 51 | -3.44% | Oct 21, 2002 | SMIDX vs FEZ | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | SMIDX vs QQQ | |
| Legg Mason International Low Volatility High Divid... | Volatility Hedged Equity, Dividend | 95 | 10.54% | Jul 27, 2016 | SMIDX vs LVHI | |
| Permanent Portfolio Permanent Portfolio | Diversified Portfolio | 91 | 2.72% | Nov 30, 1982 | SMIDX vs PRPFX | |
| Relative Sentiment Tactical Allocation ETF | Tactical Allocation | 93 | 6.71% | May 18, 2022 | SMIDX vs MOOD |
Compare SMIDX with Any Fund or Stock
Compare SMIDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.