The October issue of the SMI newsletter has been uploaded to the website. You can browse all of the new content via the table of contents page.

Readers following our Fund Upgrading strategy are advised of the following changes:

  • In the Small/Growth group (Stock Category 4), Wasatch Small Cap Value (WMCVX, 6/2014) is being replaced.
  • In the Large/Growth group (Stock Category 2), Manning & Napier Equity (EXEYX, 6/2014) is being replaced.
  • In the Large/Value group (Stock Category 1), Vanguard Capital Value (VCVLX, 6/2013) is being replaced.

You can read the write-ups of the new funds we’re adding here. Please read them carefully before placing any trades.

Enjoy!