Funds SMIDX Can Replace
3 funds
FSI > 80 out of 67 similar funds
Which Funds Can SMIDX Replace?
SMI Dynamic Allocation Fund Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.
Competing Fund AUM
$488.5M
Assets in funds SMIDX can compete with and replace
Outperformance Rank
#37
Rank among 67 similar funds
Who Holds Credible Replacements?
20 firms
782 connected advisors
Opportunity analysis
SMIDX can replace 3 funds with FSI above 80 out of 67 similar funds, representing $488.5M in competing fund AUM. Its outperformance rank is #37 among those similar funds. 20 13F firms and 782 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 47.5%.
Fund details
- Vehicle
- Mutual fund
- Issuer
- nan
- Focus
- —
- Net expense ratio
- 1.59%
- Assets under management
- $82.7M