SMLKX Mutual Fund

SMLKX Mutual Fund (S&P SmallCap Index Fund Class K) is managed by Shelton Capital Management with $185,609.47 in net assets. SMLKX expense ratio is 1.36%, holding 586 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-10-17.

SMLKX performance shows a YTD return of 20.92%. The 1-year return is 31.97% and the 5-year return is 6.46%. SMLKX dividend yield stands at 7.75%, paid quarterly.

SMLKX top holdings include Barnes Group Inc (1.7%), E-Mini Russell 2000 Index Futures,Jun-2026,Eth (1.5%), Sanmina Corp (0.8%), Semtech Corp (0.8%), Viavi Solutions Inc (0.7%). 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.