Shelton S&P Smallcap Index Investor (SMCIX)
SMCIX Price Chart
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SMCIX Fund Profile
Key details and information about Shelton S&P Smallcap Index Investor (SMCIX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
30 Sept 1996
Country
US
Description
This passively managed fund aims to mirror the performance of the S&P SmallCap 600 Index. This index comprises the equity securities of 600 smaller American corporations from a diverse range of sectors. The fund's core investment approach is to acquire the stocks that constitute this index, ensuring its portfolio's weighting closely corresponds to that of the index. A key mandate is to allocate a minimum of 80% of its total assets, encompassing any borrowed capital used for investment, to these underlying index components.
SMCIX Fund Performance
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