SMLKX Mutual Fund

SMLKX Mutual Fund (S&P SmallCap Index Fund Class K) is managed by Shelton Capital Management with $178,581.44 in net assets. SMLKX expense ratio is 1.36%, holding 586 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2003-10-17.

SMLKX performance shows a YTD return of 19.96%. The 1-year return is 22.51% and the 5-year return is 4.24%. SMLKX dividend yield stands at 7.81%, paid quarterly.

SMLKX top holdings include Formfactor, Inc. (0.7%), Viasat Inc (0.7%), Molina Healthcare Inc_None_0 (0.6%), Argan, Inc. (0.6%), Brightspring Health (0.6%). Go to all SMLKX holdings, SMLKX sectors, or SMLKX dividends.

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