SMCIX Mutual Fund

SMCIX Mutual Fund (S&P SmallCap Index Fund Investor Class) is managed by Shelton Capital Management with $50.6M in net assets. SMCIX expense ratio is 0.86%, holding 594 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1996-10-02.

SMCIX performance shows a YTD return of 21.26%. The 1-year return is 32.67% and the 5-year return is 6.99%. SMCIX dividend yield stands at 7.73%, paid quarterly.

SMCIX top holdings include Barnes Group Inc (0.9%), Solstice Advanced Materials Inc (0.8%), E-Mini Russell 2000 Index Futures,Mar-2026,Eth (0.7%), Moog Inccommon Stock (0.6%), Interdigital Inc (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.