MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Wednesday, July 31, 2013 An SMI Fund Re-Classifing Itself As a Diversified Fund On July 23, 2013, the board of trustees approved a request by SMI Advisory Services, the investment adviser to the SMI Dynamic Allocation Fund, to re-classify the fund from a non-diversified fund to a diversified fund. As a result of this classification change, the fund is limited in the proportion of its assets that may be invested in the securities of a single issuer. The classification change to a diversified fund may cause the fund to benefit less from appreciation in a single issuer than if it had greater exposure to that issuer. [SEC Filing]. Printed from: MFWire.com/story.asp?s=45224 Copyright 2013, InvestmentWires, Inc. All Rights Reserved |