SMLKX Mutual Fund

SMLKX Mutual Fund (S&P SmallCap Index Fund Class K) is managed by Shelton Capital Management with $194,673.79 in net assets. SMLKX expense ratio is 1.36%, holding 594 positions across sectors including Financials, Industrials, Information Technology. 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 6.33%. SMLKX dividend yield stands at 7.75%, paid quarterly.

SMLKX top holdings include Barnes Group Inc (0.9%), Solstice Advanced Materials Inc (0.8%), E-Mini Russell 2000 Index Futures,Mar-2026,Eth (0.7%), Moog Inccommon Stock (0.6%), Interdigital Inc (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.