Sp Smallcap Index Fund Quote

SMLKX Fund  USD 20.20  0.18  0.90%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Sp Smallcap is trading at 20.20 as of the 1st of March 2025; that is 0.90 percent up since the beginning of the trading day. The fund's open price was 20.02. Sp Smallcap has about a 21 % 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 2nd of September 2024 and ending today, the 1st of March 2025. 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 SMLKX Mutual Fund

  0.64NQQQX Shelton FundsPairCorr
  0.65NASDX Nasdaq 100 IndexPairCorr

SMLKX 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 2024
Sp Smallcap Index [SMLKX] is traded in USA and was established 1st of March 2025. 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 85.88 M in assets with no minimum investment requirementsSp Smallcap Index is currently producing year-to-date (YTD) return of 1.49% with the current yeild of 0.0%, while the total return for the last 3 years was 2.78%.
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 SMLKX 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 SMLKX 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

PLXSPlexus CorpStockInformation Technology
STRAStrategic EducationStockConsumer Discretionary
FIVEFive BelowStockConsumer Discretionary
GMEGameStop CorpStockConsumer Discretionary
CACICACI InternationalStockInformation Technology
SSDSimpson ManufacturingStockIndustrials
GDOTGreen DotStockFinancials
HPHelmerich and PayneStockEnergy
More Details

Sp Smallcap Index Risk Profiles

Sp Smallcap Against Markets

Other Information on Investing in SMLKX Mutual Fund

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