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Nasdaq - Delayed Quote USD
Shelton S&P Smallcap Index Investor (SMCIX)
18.68
-1.43
(-7.11%)
At close: 8:03:59 PM EDT
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- Previous Close
20.11 - YTD Return -3.03%
- Expense Ratio 0.88%
- Category Small Blend
- Last Cap Gain 37.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 50.9M
- Beta (5Y Monthly) 1.13
- Yield 1.03%
- 5y Average Return --
- Holdings Turnover 26.00%
- Last Dividend 0.04
- Inception Date Oct 17, 2003
The S&P SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks.
Shelton Capital Management
Fund Family
Small Blend
Fund Category
50.9M
Net Assets
2003-10-17
Inception Date
Performance Overview: SMCIX
View MoreTrailing returns as of 4/2/2025. Category is Small Blend.
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Holdings: SMCIX
View MoreSector Weightings
SectorSMCIX
Industrials 17.42%
Financial Services 17.37%
Consumer Cyclical 14.75%
Technology 13.26%
Healthcare 10.69%
Real Estate 8.93%
Energy 4.44%
Consumer Defensive 4.22%
Basic Materials 4.11%
Communication Services 2.84%
Utilities 1.96%
Recent News: SMCIX
View MoreResearch Reports: SMCIX
View MoreTop Mutual Funds
ASMNX AQR Small Cap Momentum Style N
16.59
-6.64%
BCSVX Brown Capital Management International Small Company Fund
23.14
-2.07%
BCSFX Brown Capital Management International Small Company Fund
23.70
-2.07%
CNFRX Columbia Bond Inst2
29.93
+0.84%
UMMDX Columbia Bond Fund - S
30.01
+0.84%
UMMGX Columbia Bond Fund
30.01
+0.84%
CBFYX Columbia Bond Inst3
30.07
+0.84%
CNPIX Consumer Staples UltraSector ProFund Inv
78.24
+0.81%
CNPSX Consumer Staples UltraSector ProFund Svc
67.93
+0.80%
RYGBX Rydex Government Long Bd 1.2x Strat Inv
108.96
+0.79%
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.92
+0.78%
CADOX Columbia Minnesota Tax-Exempt Inst2
19.46
+0.78%
CNYZX Columbia Strat New York Muncpl Inc Inst
25.98
+0.78%
CNTYX Columbia Strat New York Muncpl Inc Inst3
26.00
+0.78%
CMNYX Columbia Minnesota Tax-Exempt Inst3
19.50
+0.78%
CMNZX Columbia Minnesota Tax-Exempt Inst
19.47
+0.72%
GLIFX Lazard Global Listed Infrastructure Portfolio
16.82
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GLFOX Lazard Global Listed Infrastructure Portfolio
16.83
+0.72%
PTIMX Performance Trust Municipal Bond Instl
22.57
+0.67%
AFVZX Applied Finance Select Institutional
20.31
-5.31%
CCAZX Columbia Strat CA Muncpl Inc Inst
26.84
+0.64%
CCXYX Columbia Strategic California Municipal Income Fund
26.98
+0.63%
JIMEX Johnson Institutional Intermediate Bd F
15.11
+0.60%
CLDRX Calvert Core Bond Income R6
15.90
+0.57%
CLDIX Calvert Core Bond I
15.91
+0.57%
VCOBX Vanguard Core Bond Fund
18.14
+0.55%
SIUPX Guggenheim Core Bond Fund P
16.49
+0.55%
VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm
25.08
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VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
25.10
+0.52%
CLDAX Calvert Core Bond A
15.88
+0.51%
GIUSX Guggenheim Core Bond Fund Institutional
16.45
+0.49%
SIUSX Guggenheim Core Bond Fund A
16.47
+0.49%
GIBLX Guggenheim Total Return Bond P
23.97
+0.46%
GIBAX Guggenheim Total Return Bond A
23.98
+0.46%
GIBRX Guggenheim Total Return Bond R6
24.02
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CAMRX Calvert Moderate Allocation R6
21.28
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PTIAX Performance Trust Total Return Bd Inst
19.94
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GIBIX Guggenheim Total Return Bond Instl
24.00
+0.42%
AIFRX abrdn Global Infrastructure Instl
24.13
+0.37%
GMODX GMO Opportunistic Income Fund
24.45
+0.33%
CDSIX Calvert Short Duration Income Fund
15.86
+0.32%
CDSRX Calvert Short Duration Income R6
15.86
+0.32%
CPHUX Columbia Strategic Income Inst3
21.39
+0.28%
LSIZX Columbia Strategic Income Inst
21.47
+0.28%
CTIVX Columbia Strategic Income Inst2
21.49
+0.28%
VGCAX Vanguard Global Credit Bond Admiral
19.13
+0.26%
CSDAX Calvert Short Duration Income A
15.75
+0.25%
MGBIX AMG GW&K ESG Bond I
21.85
+0.23%
GILPX Guggenheim Limited Duration P
24.59
+0.20%
GILDX Guggenheim Limited Duration A
24.60
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ARINX Archer Income
18.16
+0.17%
GIKRX Guggenheim Limited Duration R6
24.58
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GILHX Guggenheim Limited Duration Instl
24.59
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INIIX VanEck International Investors Gold I
19.83
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VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.82
+0.13%
VWSTX Vanguard Ultra Short-Term Tx-Ex
15.82
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MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
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GMOLX GMO Opportunistic Income Fund
24.39
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29.50
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16.72
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34.51
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FEURX First Eagle Gold R6
34.61
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17.07
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SGGDX First Eagle Gold A
33.30
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FEGOX First Eagle Gold C
29.95
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HFSAX Hundredfold Select Alternative Inv
23.70
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DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
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