SPMIX Mutual Fund

SPMIX Mutual Fund (S&P MidCap Index Fund Investor Class) is managed by Shelton Capital Management with $121.0M in net assets. SPMIX expense ratio is 0.63%, holding 400 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1992-04-20.

SPMIX performance shows a YTD return of 13.99%. The 1-year return is 20.09% and the 5-year return is 7.82%. SPMIX dividend yield stands at 4.97%, paid quarterly.

SPMIX top holdings include Lumentum Holdings Inc (1.4%), Coherent, Inc (1.2%), TechnipFMC PLC|1012 (0.8%), Curtiss-wright Corp (0.8%), Caseys General (0.7%). Go to all SPMIX holdings, SPMIX sectors, or SPMIX dividends.

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