Sp Smallcap Index Fund Quote
| SMCIX Fund | USD 23.86 0.08 0.34% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Sp Smallcap is trading at 23.86 as of the 2nd of December 2024; that is 0.34 percent up since the beginning of the trading day. The fund's open price was 23.78. Sp Smallcap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Sp Smallcap Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. 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
| 0.83 | NQQQX | Shelton Funds | PairCorr |
| 0.83 | NASDX | Nasdaq 100 Index | PairCorr |
| 0.83 | EQTKX | Shelton E Value | PairCorr |
Moving against SMCIX Mutual Fund
SMCIX Mutual Fund Highlights
| Fund Concentration | Shelton Capital Management Funds, Large Funds, Small Blend Funds, Small Blend, Shelton Capital Management (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Sp Smallcap Index [SMCIX] is traded in USA and was established 2nd of December 2024. 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 51.91 M in assets with minimum initial investment of 1 K. Sp Smallcap Index is currently producing year-to-date (YTD) return of 17.41% with the current yeild of 0.01%, while the total return for the last 3 years was 5.02%.
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.
Top Sp Smallcap Index Mutual Fund Constituents
| FFIN | First Financial Bankshares | Stock | Financials | |
| HAE | Haemonetics | Stock | Health Care | |
| CCOI | Cogent Communications Group | Stock | Communication Services | |
| MSTR | MicroStrategy Incorporated | Stock | Information Technology | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | Health Care | |
| HQY | HealthEquity | Stock | Health Care | |
| SMTC | Semtech | Stock | Information Technology | |
| NGVT | Ingevity Corp | Stock | Materials |
Sp Smallcap Index Risk Profiles
| Mean Deviation | 1.02 | |||
| Semi Deviation | 1.69 | |||
| Standard Deviation | 1.62 | |||
| Variance | 2.64 |
Sp Smallcap Against Markets
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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