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 207 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2024-09-27.

SMDEX performance shows a YTD return of 11.55%. The 1-year return is 13.66%. SMDEX dividend yield stands at 0.16%, paid annually.

SMDEX top holdings include Capital Group Central Cash Fund (3.9%), Cfd Bloom Energy Corp- A (2.5%), Doordash Inc - A (1.7%), 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.