Sound Mind Investing Fund (SMIFX) Alternatives
Sound Mind Investing Fund (SMIFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMIFX. 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 SMIFX
SMIFX charges 1.19% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SMIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SMIFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SMIFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SMIFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SMIFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SMIFX vs FYMIX |
Best Risk-Adjusted Alternatives to SMIFX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SMIFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SMIFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SMIFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SMIFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SMIFX vs PMAIX |
Top Performing SMIFX Alternatives (YTD)
SMIFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SMIFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SMIFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SMIFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SMIFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SMIFX vs CONWX |
Lowest Volatility Alternatives to SMIFX
SMIFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SMIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SMIFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SMIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SMIFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SMIFX vs SICIX |
Lowest Drawdown Alternatives to SMIFX
SMIFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SMIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SMIFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SMIFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SMIFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SMIFX vs SICIX |
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 | |
|---|---|---|---|---|---|---|
| SMI Dynamic Allocation Fund | Tactical Allocation | 82 | -1.27% | Feb 27, 2013 | SMIFX vs SMIDX | |
| SMI Multi-Strategy Fund | Diversified Portfolio | 65 | 0.37% | Apr 28, 2015 | SMIFX vs SMILX |
Often Compared With SMIFX
What investors most often compare with SMIFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Apple Inc | 59 | -6.56% | — | SMIFX vs AAPL | ||
| JPMorgan Nasdaq Equity Premium Income ETF | Derivative Income | 72 | -2.87% | May 3, 2022 | SMIFX vs JEPQ | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SMIFX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | SMIFX vs MAANX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SMIFX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SMIFX vs TPDAX |
Compare SMIFX with Any Fund or Stock
Compare SMIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.