SMILX Mutual Fund Quote

SMILX Fund  USD 9.35  0.02  0.21%   

Market Performance

7 of 100

Odds Of Distress

Less than 1

SMI CONSERVATIVE is trading at 9.35 as of the 1st of April 2023; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 9.33. SMI CONSERVATIVE has a very small chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for SMI CONSERVATIVE ALLOCATION are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of April 2021 and ending today, the 1st of April 2023. Click here to learn more.
Fiscal Year End
The fund primarily invests in open-end equity mutual funds, ETFs and publicly traded partnerships using its Stock Upgrading strategy. SMI 504010 is traded on NASDAQ Exchange in the United States. More on SMI CONSERVATIVE ALLOCATION

Moving together with SMI CONSERVATIVE

+0.94ABALXAmerican BalancedPairCorr

SMI CONSERVATIVE Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. SMI CONSERVATIVE's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding SMI CONSERVATIVE or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of SMI CONSERVATIVE's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyFairly Valued
Beta In Three Year1.08
Startdate29th of April 2015
SMI CONSERVATIVE ALLOCATION [SMILX] is traded in USA and was established 1st of April 2023. The fund is listed under Allocation--50% to 70% Equity category and is part of SMI Funds family. SMI CONSERVATIVE ALL at this time has accumulated 66.74 M in assets with minimum initial investment of 500. , while the total return for the last 3 years was 2.98%.
Check SMI CONSERVATIVE Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SMILX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SMILX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as SMI CONSERVATIVE ALLOCATION Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.


SMI CONSERVATIVE Target Price Odds Analysis

Based on a normal probability distribution, the odds of SMI CONSERVATIVE jumping above the current price in 90 days from now is about 23.35%. The SMI CONSERVATIVE ALLOCATION probability density function shows the probability of SMI CONSERVATIVE mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon SMI CONSERVATIVE has a beta of 0.3626. This usually implies as returns on the market go up, SMI CONSERVATIVE average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding SMI CONSERVATIVE ALLOCATION will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0285, implying that it can generate a 0.0285 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 9.35HorizonTargetOdds Above 9.35
75.97%90 days
Based on a normal probability distribution, the odds of SMI CONSERVATIVE to move above the current price in 90 days from now is about 23.35 (This SMI CONSERVATIVE ALLOCATION probability density function shows the probability of SMILX Mutual Fund to fall within a particular range of prices over 90 days) .


Investors will always prefer to have the highest possible return on investment while minimizing volatility. SMI CONSERVATIVE market risk premium is the additional return an investor will receive from holding SMI CONSERVATIVE long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in SMI CONSERVATIVE. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although SMI CONSERVATIVE's alpha and beta are two of the key measurements used to evaluate SMI CONSERVATIVE's performance over the market, the standard measures of volatility play an important role as well.


Picking the right benchmark for SMI CONSERVATIVE mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in SMI CONSERVATIVE mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for SMI CONSERVATIVE is critical whether you are bullish or bearish towards SMI CONSERVATIVE ALLOCATION at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in SMI CONSERVATIVE without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy SMILX Mutual Fund?

Before investing in SMI CONSERVATIVE, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in SMI CONSERVATIVE. To buy SMI CONSERVATIVE fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of SMI CONSERVATIVE. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase SMI CONSERVATIVE fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located SMI CONSERVATIVE ALLOCATION fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased SMI CONSERVATIVE ALLOCATION fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as SMI CONSERVATIVE ALLOCATION, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.


The danger of trading SMI CONSERVATIVE ALLOCATION is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of SMI CONSERVATIVE is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than SMI CONSERVATIVE. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile SMI CONSERVATIVE ALL is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map. You can also try ETF Directory module to find actively traded Exchange Traded Funds (ETF) from around the world.

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When running SMI CONSERVATIVE ALL price analysis, check to measure SMI CONSERVATIVE's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SMI CONSERVATIVE is operating at the current time. Most of SMI CONSERVATIVE's value examination focuses on studying past and present price action to predict the probability of SMI CONSERVATIVE's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SMI CONSERVATIVE's price. Additionally, you may evaluate how the addition of SMI CONSERVATIVE to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between SMI CONSERVATIVE's value and its price as these two are different measures arrived at by different means. Investors typically determine SMI CONSERVATIVE value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SMI CONSERVATIVE's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.