SPINX Mutual Fund
SPINX Mutual Fund
SPINX Mutual Fund
S&P 500 Index Fund Class A
SPINX Mutual Fund Overview
SPINX Mutual Fund (S&P 500 Index Fund Class A) is managed by Shelton Capital Management. SPINX expense ratio is 0.12%, holding 503 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2013-12-18.
SPINX performance shows a YTD return of 12.47%. The 1-year return is 15.66% and the 5-year return is 12.71%. SPINX dividend yield stands at 1.09%, paid quarterly.
SPINX top holdings include Nvidia Corp (7.8%), Apple, Inc (6.8%), Microsoft Corp (5.5%), Amazon.Com Inc (3.7%), Alphabet Inc (2.9%). Go to all SPINX holdings, SPINX sectors, or SPINX dividends.
SPINX can be compared against other funds. Use SPINX overlap to find shared positions, or SPINX vs another fund for a side-by-side view. SPINX alternatives are available via the screener, along with tax-loss harvesting opportunities.