SMCIX Mutual Fund

SMCIX Mutual Fund (S&P SmallCap Index Fund Investor Class) is managed by Shelton Capital Management with $45.8M in net assets. SMCIX expense ratio is 0.86%, holding 586 positions across sectors including Utilities, Communication Services, Consumer Staples. Inception date: 1996-10-02.

SMCIX performance shows a YTD return of 15.36%. The 1-year return is 19.49% and the 5-year return is 3.89%. SMCIX dividend yield stands at 0.87%, paid quarterly.

SMCIX top holdings include Omniab Inc 15.00 Earnout (0.0%), Somnigroup International Inc (-1.9%), Safehold Inc (-163.9%), Shenandoah Telecommunications Co (-285.8%), Amerisafe Inc (-297.1%). 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.