Smi Conservative is trading at 11.66 as of the 8th of December 2025; that is 0.17 percent increase since the beginning of the trading day. The fund's open price was 11.64. Smi Conservative has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 9th of September 2025 and ending today, the 8th of December 2025. Click here to learn more.
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 Servative Allocation
Smi Servative Allocation [SMILX] is traded in USA and was established 8th of December 2025. The fund is listed under Allocation--70% to 85% Equity category and is part of SMI Funds family. This fund at this time has accumulated 53.88 M in assets with minimum initial investment of 500. Smi Servative Allocation is currently producing year-to-date (YTD) return of 6.24% with the current yeild of 0.0%, while the total return for the last 3 years was 8.95%.
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Smi Conservative financial ratios help investors to determine whether Smi Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Smi with respect to the benefits of owning Smi Conservative security.