SPFIX Mutual Fund (S&P 500 Index Fund Investor Class) is managed by Shelton Capital Management with $333.1M in net assets. SPFIX expense ratio is 0.42%, holding 506 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1992-04-20.

SPFIX performance shows a YTD return of 9.70%. The 1-year return is 21.87% and the 5-year return is 17.88%. SPFIX dividend yield stands at 3.12%, paid quarterly.

SPFIX top holdings include Nvidia Corp. (7.2%), Apple, Inc (6.5%), Microsoft Corp 4.100 Feb 06 37 (4.9%), Amazon.Com Inc (3.4%), Alphabet Inc. C (3.0%). View all SPFIX holdings, sector breakdown, or dividend history.

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