Sp Smallcap Index Fund Quote
| SMLKX Fund | USD 20.42 0.12 0.59% |
PerformanceGood
| Odds Of DistressLow
|
Sp Smallcap is trading at 20.42 as of the 27th of July 2025; that is 0.59 percent up since the beginning of the trading day. The fund's open price was 20.3. Sp Smallcap has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 28th of April 2025 and ending today, the 27th of July 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
SMLKX Mutual Fund Highlights
| Fund Concentration | Shelton Capital Management Funds, Large Funds, Small Blend Funds, Small Blend, Shelton Capital Management (View all Sectors) |
| Update Date | 30th of June 2025 |
Sp Smallcap Index [SMLKX] is traded in USA and was established 27th of July 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 0.01%, while the total return for the last 3 years was 6.97%.
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
| IBKR | Interactive Brokers Group | Stock | Financials | |
| DDD | 3D Systems | Stock | Industrials | |
| COR | Cencora | Stock | Health Care | |
| STRA | Strategic Education | Stock | Consumer Discretionary | |
| INGN | Inogen Inc | Stock | Health Care | |
| NEOG | Neogen | Stock | Health Care | |
| HCSG | Healthcare Services Group | Stock | Industrials | |
| VAC | Marriot Vacations Worldwide | Stock | Consumer Discretionary |
Sp Smallcap Index Risk Profiles
| Mean Deviation | 0.9013 | |||
| Semi Deviation | 0.8937 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.33 |
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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