SPMIX Mutual Fund

SPMIX Mutual Fund (S&P MidCap Index Fund Investor Class) is managed by Shelton Capital Management with $111.7M in net assets. SPMIX expense ratio is 0.63%, holding 412 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1992-04-20.

SPMIX performance shows a YTD return of 14.19%. The 1-year return is 16.45% and the 5-year return is 7.04%. SPMIX dividend yield stands at 4.96%, paid quarterly.

SPMIX top holdings include United States Department 0 07/30/2026 (1.2%), Twilio Inc. Class A (0.8%), Carpenter Technology Corpcommon Stock (0.8%), Mks Instruments Inc (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.