Sp Smallcap Index Fund Quote

SMCIX Fund  USD 22.95  0.04  0.17%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
Sp Smallcap is trading at 22.95 as of the 12th of February 2026; that is 0.17 percent down since the beginning of the trading day. The fund's open price was 22.99. Sp Smallcap has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 14th of November 2025 and ending today, the 12th of February 2026. Click here to learn more.
The SP SmallCap 600 Index includes common stocks of 600 small 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 SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. More on Sp Smallcap Index

Moving together with SMCIX Mutual Fund

  0.97EMSLX Shelton Emerging MarketsPairCorr
  0.97EMSQX Shelton Emerging MarketsPairCorr
  0.79NQQQX Shelton FundsPairCorr
  0.82NASDX Nasdaq 100 IndexPairCorr
  0.9EQTKX Shelton E ValuePairCorr

Moving against SMCIX Mutual Fund

  0.43CAUKX Us Government SecuritiesPairCorr
  0.33CAUSX Us Government SecuritiesPairCorr

SMCIX Mutual Fund Highlights

Fund ConcentrationShelton Capital Management Funds, Large Funds, Small Blend Funds, Small Blend, Shelton Capital Management (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of January 2026
Fiscal Year EndAugust
Sp Smallcap Index [SMCIX] is traded in USA and was established 12th of February 2026. Sp Smallcap is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Shelton Capital Management family. This fund at this time has accumulated 53.45 M in assets with minimum initial investment of 1 K. Sp Smallcap Index is currently producing year-to-date (YTD) return of 9.69% with the current yeild of 0.01%, while the total return for the last 3 years was 8.9%.
Check Sp Smallcap 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 SMCIX 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 SMCIX 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 Smallcap 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.

Sp Smallcap Index Risk Profiles

Sp Smallcap Against Markets

SMCIX Mutual Fund Analysis Notes

The fund maintains 99.1% of assets in stocks. Sp Smallcap Index last dividend was 0.03 per share. Large To find out more about Sp Smallcap Index contact the company at 800-955-9988.

Sp Smallcap Index Investment Alerts

The fund maintains 99.1% of its assets in stocks

Top Sp Smallcap Index Mutual Fund Constituents

Sp Smallcap Outstanding Bonds

Sp Smallcap issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sp Smallcap Index uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SMCIX bonds can be classified according to their maturity, which is the date when Sp Smallcap Index has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Sp Smallcap Predictive Daily Indicators

Sp Smallcap intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Sp Smallcap mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Sp Smallcap Forecast Models

Sp Smallcap's time-series forecasting models are one of many Sp Smallcap's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Sp Smallcap's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Other Information on Investing in SMCIX Mutual Fund

Sp Smallcap financial ratios help investors to determine whether SMCIX 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 SMCIX with respect to the benefits of owning Sp Smallcap security.
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