SMI 504010 Profile

Performance

   

Odds of Distress

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Equity ratings for SMI 504010 Fund are calculated based on Macroaxis scoring framework. The performance scores are derived for the period starting June 19, 2019 and ending today September 17, 2019. Click here to learn more.
9.23
USD 0.16  1.7%

SMI 504010 Summary

SMI 504010 Fund [SMILX] is traded in USA and was established September 17, 2019. The fund is listed under Allocation--70% to 85% Equity category and is part of SMI Funds family. SMI 504010 Fund at this time has accumulated 63.92M in assets with minimum initial investment of 500. , while the total return for the last 3 years was 8.95%.
Check SMI 504010 Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Top Fund Constituents

SMI 504010 Target Price Odds Analysis

Odds Below 9.23HorizonTargetOdds Above 9.23
12.79%30 days 9.23 86.70%
Based on normal probability distribution, the odds of SMI 504010 to move above current price in 30 days from now is about 86.7% (This SMI 504010 Fund probability density function shows the probability of SMI 504010 Fund to fall within a particular range of prices over 30 days) .

SMI 504010 Fund Risk Profiles

SMI 504010 Key Fundamentals

SMI 504010 Against Markets

SMI 504010 Vital Trading Data

The fund primarily invests this portion of the portfolio in underlying funds using its Stock Upgrading strategy. SMI 504010 is traded on BATS Exchange in USA. more
NameSMI 504010 Fund
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressValued Advisers Trust
ExchangeBATS Exchange
Fund FamilySMI Funds
Fund CategoryAllocation--70% to 85% Equity
BenchmarkDOW
Phone877 764 3863
CurrencyUSD - US Dollar
Beta In Three Year1.21
StartdateApril 29, 2015
Also please take a look at World Market Map. Please also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
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