MIDKX Mutual Fund (S&P MidCap Index Fund Class K) is managed by Shelton Capital Management with $116,644.05 in net assets. MIDKX expense ratio is 1.13%, holding 400 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2003-10-16.

MIDKX performance shows a YTD return of 13.09%. The 1-year return is 24.48% and the 5-year return is 8.11%. MIDKX dividend yield stands at 4.56%, paid quarterly.

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

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