Beginning in April, SMI’s Stock Upgrading strategy shifted from providing four official fund recommendations in each stock category to listing only three. (See Simplify Your Fund Upgrading By Owning Fewer Funds for details.) This means each risk category had one official recommendation removed. This column provides 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. These updates are provided to track the progress of the funds for which we’ve not already issued sell recommendations.

If you are an existing member, please Login.