MIDKX Mutual Fund

MIDKX Mutual Fund (S&P MidCap Index Fund Class K) is managed by Shelton Capital Management with $111,998.86 in net assets. MIDKX expense ratio is 1.13%, holding 398 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2003-10-16.

MIDKX performance shows a YTD return of 9.52%. The 1-year return is 13.19% and the 5-year return is 4.65%. MIDKX dividend yield stands at 0.37%, paid quarterly.

MIDKX top holdings include Twilio Inc. Class A (1.0%), Treasury Bill 0% Sep 17, 2026 (0.9%), Illumina, Inc. (0.9%), TechnipFMC PLC|1012 (0.9%), Pure Storage Inc (0.8%). Go to all MIDKX holdings, MIDKX sectors, or MIDKX dividends.

MIDKX can be compared against other funds. Use MIDKX overlap to find shared positions, or MIDKX vs another fund for a side-by-side view. MIDKX alternatives are available via the screener, along with tax-loss harvesting opportunities.