The terms used to describe the investing characteristics of stock funds can vary from analyst to analyst. So, for example, investors are left to puzzle over the difference (if any) between descriptions such as “growth,” “dynamic growth,” and “aggressive growth.”

To provide more precise insight into the degree of risk a stock fund carries, SMI uses a standardized approach for classifying funds. Our system is based on a fund manager’s actual investment strategy as reflected in a fund’s holdings. This approach requires identifying two elements:

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