SPFIX Mutual Fund

SPFIX Mutual Fund (S&P 500 Index Fund Investor Class) is managed by Shelton Capital Management with $338.6M in net assets. SPFIX expense ratio is 0.42%, holding 513 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1992-04-20.

SPFIX performance shows a YTD return of 11.24%. The 1-year return is 11.82% and the 5-year return is 11.67%. SPFIX dividend yield stands at 3.28%, paid quarterly.

SPFIX top holdings include NVIDIA Corp (8.1%), Apple Inc (7.1%), Microsoft Corp (5.6%), Amazon.com Inc (3.6%), Alphabet Inc,class A (3.0%). Go to all SPFIX holdings, SPFIX sectors, or SPFIX dividends.

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