SMCIX Mutual Fund (S&P SmallCap Index Fund Investor Class) is managed by Shelton Capital Management with $49.5M in net assets. SMCIX expense ratio is 0.86%, holding 594 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1996-10-02.

SMCIX performance shows a YTD return of 22.68%. The 1-year return is 36.68% and the 5-year return is 9.76%. SMCIX dividend yield stands at 7.37%, paid quarterly.

SMCIX top holdings include Barnes Group Inc (0.9%), Solstice Advanced Materials Inc (0.8%), E-Mini Russell 2000 Index Futures,Mar-2026,Eth (0.7%), Moog Inc Class A (0.6%), Interdigital Inc (0.6%). View all SMCIX holdings, sector breakdown, or dividend history.

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