SMCIX Mutual Fund

SMCIX Mutual Fund (S&P SmallCap Index Fund Investor Class) is managed by Shelton Capital Management with $46.1M in net assets. SMCIX expense ratio is 0.86%, holding 586 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1996-10-02.

SMCIX performance shows a YTD return of 20.35%. The 1-year return is 23.10% and the 5-year return is 4.82%. SMCIX dividend yield stands at 7.79%, paid quarterly.

SMCIX top holdings include Formfactor, Inc. (0.7%), Viasat Inc (0.7%), Molina Healthcare Inc_None_0 (0.6%), Argan, Inc. (0.6%), Brightspring Health (0.6%). Go to all SMCIX holdings, SMCIX sectors, or SMCIX dividends.

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