SMDEX Mutual Fund

SMDEX Mutual Fund (American Funds US Small & Mid Cap Equity Fund Class A) is managed by American Funds. SMDEX expense ratio is 0.91%, holding 196 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2024-09-27.

SMDEX performance shows a YTD return of 9.17%. The 1-year return is 14.51%. SMDEX dividend yield stands at 0.16%, paid annually.

SMDEX top holdings include Capital Group Central Cash Fund (4.0%), Bloom Energy Corporation Com Cl A (2.6%), Nike Inc (1.8%), Comfort Systems USA Inc. (1.7%), Wex Inc. (1.6%). Go to all SMDEX holdings, SMDEX sectors, or SMDEX dividends.

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