SMIFX SEC Filings — Sound Mind Investing Fund
Data updated: 2026-09-29
50 SEC filings are listed: 16 prospectuses (latest Mar 4, 2026), 26 quarterly N-PORT holdings reports (latest Sep 29, 2026) and 8 annual N-CEN reports (latest Jan 14, 2026).
SMIFX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 16 filings on SEC EDGAR.
- Filed Mar 4, 2026 · 497
- Filed Feb 28, 2025 · 485BPOS
- Filed Jul 12, 2024 · 485BPOS
- Filed Feb 28, 2023 · 485BPOS
- Filed Feb 28, 2022 · 485BPOS
- Filed Jun 23, 2021 · 485BPOS
- Filed Feb 18, 2021 · 485BPOS
- Filed Mar 18, 2020 · 485BPOS
- Filed Mar 20, 2019 · 485BPOS
- Filed May 8, 2018 · 485BPOS
- Filed Feb 9, 2018 · 485BPOS
- Filed Mar 21, 2017 · 485BPOS
- Filed Mar 21, 2016 · 485BPOS
- Filed Mar 23, 2015 · 485BPOS
- Filed Mar 19, 2014 · 485BPOS
- Filed Mar 20, 2013 · 485BPOS
SMIFX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 26 filings on SEC EDGAR.
- Filed Sep 29, 2026
- Filed Jun 29, 2026
- Filed Apr 1, 2026
- Filed Dec 30, 2025
- Filed Sep 29, 2025
- Filed Jun 30, 2025
- Filed Mar 31, 2025
- Filed Dec 30, 2024
- Filed Sep 27, 2024
- Filed Jun 25, 2024
- Filed Mar 26, 2024
- Filed Jan 2, 2024
- Filed Sep 29, 2023
- Filed Jun 29, 2023
- Filed Mar 31, 2023
- Filed Dec 28, 2022
- Filed Sep 27, 2022
- Filed Jun 28, 2022
- Filed Mar 31, 2022
- Filed Dec 29, 2021
- Filed Sep 29, 2021
- Filed Jun 29, 2021
- Filed Mar 31, 2021
- Filed Dec 30, 2020
- Filed Sep 28, 2020
- Filed Jun 29, 2020
SMIFX Annual census (N-CEN)
Service providers, brokerage and operations. 8 filings on SEC EDGAR.
Browse every Sound Mind Investing Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.