MIDKX Mutual Fund

MIDKX Mutual Fund (S&P MidCap Index Fund Class K) is managed by Shelton Capital Management with $115,258.58 in net assets. MIDKX expense ratio is 1.13%, holding 402 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2003-10-16.

MIDKX performance shows a YTD return of 13.73%. The 1-year return is 19.57% and the 5-year return is 7.29%. MIDKX dividend yield stands at 4.82%, paid quarterly.

MIDKX top holdings include Flex Ltd (1.6%), Treasury Bill 0% Jun 18, 2026 (0.9%), Twilio Inc. Class A (0.8%), TechnipFMC PLC|1012 (0.8%), Curtiss-wright Corp (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.