SPMIX Mutual Fund

SPMIX Mutual Fund (S&P MidCap Index Fund Investor Class) is managed by Shelton Capital Management with $114.5M in net assets. SPMIX expense ratio is 0.63%, holding 402 positions across sectors including Industrials, Information Technology, Financials. 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 4.96%, paid quarterly.

SPMIX top holdings include Flex Ltd (1.6%), Treasury Bill 0% Jun 18, 2026 (0.9%), Twilio Inc. Class A (0.8%), TechnipFMC PLC|1012 (0.8%), Curtiss-wright Corp (0.8%). 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.