SMDEX Mutual Fund
SMDEX Mutual Fund
American Funds US Small & Mid Cap Equity Fund Class A
SMDEX Mutual Fund Overview
SMDEX Mutual Fund (American Funds US Small & Mid Cap Equity Fund Class A) is managed by American Funds. SMDEX expense ratio is 0.91%, holding 177 positions across sectors including Industrials, Unknown, Financials. Inception date: 2024-09-27.
SMDEX performance shows a YTD return of 7.84%. The 1-year return is 20.99%. SMDEX dividend yield stands at 0.16%, paid annually.
SMDEX top holdings include Capital Group Central Cash Fund (3.3%), US Foods Holding Corp (2.6%), Vail Resorts Inc. (1.9%), Exelon Corp Common Stock Usd 0 (1.9%), Brown & Brown Inc (1.8%). View all SMDEX holdings, sector breakdown, or dividend history.
SMDEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.