Beginning this month, SMI’s Upgrading strategy has shifted from providing four official fund recommendations in each stock category to listing only three. This means each risk category had one official recommendation removed. The purpose of this column is to provide status reports on those formerly recommended funds, so readers who already own them will know when they have fallen out of their category’s top quartile and should be sold. Of course, it’s okay to sell these sooner if you wish, but these updates are provided so readers don’t feel like they need to sell immediately. (See Simplify Your Fund Upgrading By Owning Fewer Funds for details.)

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Written by Mark Biller

Mark Biller is Sound Mind Investing's Executive Editor. His writings on a broad range of financial topics have been featured in a variety of national print and electronic media, and he has appeared as a financial commentator for various national and local radio programs. Mark also serves as Senior Portfolio Manager to both SMI Advisory Service’s Private Client managed account program and the SMI Funds.