Sp 500 is trading at 80.03 as of the 30th of July 2025; that is 0.29 percent down since the beginning of the trading day. The fund's open price was 80.26. Sp 500 has less than a 15 % 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 1st of May 2025 and ending today, the 30th of July 2025. Click here to learn more.
The SP 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the index so that the weighting of each stock in the portfolio approximates the index. More on Sp 500 Index
Sp 500 Index [SPFIX] is traded in USA and was established 30th of July 2025. Sp 500 is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Shelton Capital Management family. This fund at this time has accumulated 231.92 M in assets with minimum initial investment of 1 K. Sp 500 Index is currently producing year-to-date (YTD) return of 8.69% with the current yeild of 0.01%, while the total return for the last 3 years was 18.43%.
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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 SPFIX 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 SPFIX 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 500 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.
Other Information on Investing in SPFIX Mutual Fund
Sp 500 financial ratios help investors to determine whether SPFIX 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 SPFIX with respect to the benefits of owning Sp 500 security.