SPMIX Mutual Fund (S&P MidCap Index Fund Investor Class) is managed by Shelton Capital Management with $117.3M in net assets. SPMIX expense ratio is 0.63%, holding 400 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1992-04-20.

SPMIX performance shows a YTD return of 15.31%. The 1-year return is 25.09% and the 5-year return is 12.65%. SPMIX dividend yield stands at 4.66%, paid quarterly.

SPMIX top holdings include Lumentum Holdings Inc (1.4%), Coherent, Inc (1.2%), TechnipFMC PLC|1012 (0.8%), CuIss-Wright Corp (0.8%), Casey's General Stores Inc (0.7%). View all SPMIX holdings, sector breakdown, or dividend history.

SPMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.