SMLKX Mutual Fund (S&P SmallCap Index Fund Class K) is managed by Shelton Capital Management with $189,422.28 in net assets. SMLKX expense ratio is 1.36%, holding 594 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2003-10-17.

SMLKX performance shows a YTD return of 22.36%. The 1-year return is 35.98% and the 5-year return is 6.27%. SMLKX dividend yield stands at 7.46%, paid quarterly.

SMLKX top holdings include Barnes Group Inc (0.9%), Solstice Advanced Materials Inc (0.8%), Avalonbay Communities Inc 3.9%10/15/2046 (0.7%), Moog Inc Class A (0.6%), Interdigital Inc (0.6%). View all SMLKX holdings, sector breakdown, or dividend history.

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