Sp Midcap Index Fund Quote
| MIDKX Fund | USD 22.65 0.42 1.82% |
PerformanceVery Weak
| Odds Of DistressLow
|
Sp Midcap is trading at 22.65 as of the 30th of March 2025; that is 1.82 percent down since the beginning of the trading day. The fund's open price was 23.07. Sp Midcap has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of October 2024 and ending today, the 30th of March 2025. Click here to learn more.
The SP MidCap 400 Index includes the common stocks of 400 medium-sized U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the SP MidCap 400 Index so that the weighting of each stock in the portfolio approximates the index. More on Sp Midcap Index
Moving together with MIDKX Mutual Fund
| 0.87 | SPMIX | Sp Midcap Index | PairCorr |
| 0.83 | VIMAX | Vanguard Mid Cap | PairCorr |
| 0.83 | VIMSX | Vanguard Mid Cap | PairCorr |
| 0.83 | VMCPX | Vanguard Mid Cap | PairCorr |
Moving against MIDKX Mutual Fund
MIDKX Mutual Fund Highlights
| Fund Concentration | Shelton Capital Management Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Shelton Capital Management (View all Sectors) |
| Update Date | 31st of March 2025 |
Sp Midcap Index [MIDKX] is traded in USA and was established 30th of March 2025. Sp Midcap is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Shelton Capital Management family. This fund now has accumulated 129.21 M in assets with minimum initial investment of 1 K. Sp Midcap Index is currently producing year-to-date (YTD) return of 2.48% with the current yeild of 0.0%, while the total return for the last 3 years was 3.55%.
Check Sp Midcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on MIDKX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding MIDKX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sp Midcap Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sp Midcap Index Mutual Fund Constituents
| FDS | FactSet Research Systems | Stock | Financials | |
| UGI | UGI Corporation | Stock | Utilities | |
| RGA | Reinsurance Group of | Stock | Financials | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| CZR | Caesars Entertainment | Stock | Consumer Discretionary | |
| JKHY | Jack Henry Associates | Stock | Financials | |
| FICO | Fair Isaac | Stock | Information Technology | |
| POOL | Pool Corporation | Stock | Consumer Discretionary |
Sp Midcap Index Risk Profiles
| Mean Deviation | 0.8325 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.11 | |||
| Risk Adjusted Performance | (0.08) |
Sp Midcap Against Markets
Other Information on Investing in MIDKX Mutual Fund
Sp Midcap financial ratios help investors to determine whether MIDKX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in MIDKX with respect to the benefits of owning Sp Midcap security.
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