SMDEX Mutual Fund
SMDEX Mutual Fund
SMDEX Mutual Fund
American Funds US Small & Mid Cap Equity Fund Class A
SMDEX Mutual Fund Overview
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 175 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2024-09-27.
SMDEX performance shows a YTD return of 5.66%. The 1-year return is 9.67%. SMDEX dividend yield stands at 0.17%, paid annually.
SMDEX top holdings include Capital Group Central Cash Fund (3.4%), Doordash Inc (2.2%), Exelon (2.1%), US Foods Holding Corp (2.0%), Block, Inc (1.9%). 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.