Smi Servative Mutual Fund Money Managers
| SMILX Fund | USD 9.76 0.03 0.31% |
Break down of Smi Servative's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Smi Servative's future under-performance.
| Mark Biller Executive Fund Manager |
| More |
Smi |
Smi Servative Net Asset Comparison
Smi Servative Allocation is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--70% to 85% Equity category is currently estimated at about 311.3 Billion. Smi Servative adds roughly 54.6 Million in net asset claiming only tiny portion of funds in Allocation--70% to 85% Equity category.
Smi Servative Allocation Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Smi Servative Allocation Price Series Summation is a cross summation of Smi Servative price series and its benchmark/peer.
Smi Servative Stakeholder
| Mark Biller | Fund Manager | Profile |
About Smi Servative Management Performance
The success or failure of an entity such as Smi Servative Allocation often depends on how effective the management is. Smi Servative management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Smi management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Smi management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund primarily invests in open-end equity mutual funds, ETFs and publicly traded partnerships using its Stock Upgrading strategy. Generally, underlying funds with the highest momentum scores are chosen. The underlying funds that do not have the highest momentum scores may not outperform and could, in fact, lose money. These underlying funds may, in turn, invest in a broad range of equity securities, including foreign securities and securities of issuers located in emerging markets.
Please note that past performance is not an indicator of the future performance of Smi Servative, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Smi Servative Allocation. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.