SMILX : SMI 50/40/10 Fund

SMILX is a Allocation Market All-In-One with HIGH fees.

SMILX

SMI 50/40/10 Fund

FI Score

20 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

20% FI Score
  • smilx
  • Mutual Fund
  • Allocation
  • All-In-One

SMI 50/40/10 Fund

Expenses: 1.16% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks total return. The fund primarily invests this portion of the portfolio in underlying funds using its Stock Upgrading strategy. Generally, the underlying funds with the highest momentum scores are chosen. 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.

Largest Holdings

Amount Holding
29.77% iShares 1-3 Year Treasury Bond ETF
19.79% Invesco DB Gold
19.48% Vanguard Long-Term Bond ETF
8.53% Fidelity® Select Health Care
3.59% Fidelity Advisor® Growth Opps I
2.96% Invesco S&P 500® Top 50 ETF
2.50% WisdomTree Intl Hdgd Qual Div Gr ETF
1.97% Invesco QQQ Trust
1.96% Needham Small Cap Growth Institutional
1.62% Needham Growth Institutional
1.40% Touchstone Mid Cap Institutional
1.27% Morgan Stanley Insight I
1.16% Vanguard Mid-Cap ETF
1.14% Baron Focused Growth Institutional
0.88% Fidelity Advisor® International Growth I
0.71% Polen Growth Institutional
0.70% Vulcan Value Partners
0.45% Fidelity® Select Software & IT Svcs Port
0.01% Invesco Oppenheimer Intl Sml-Mid Com Y

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