What does Shelton S&P Smallcap Index Investor do?

Shelton S&P Smallcap Index Investor (SMCIX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is SMCIX's market cap?

Shelton S&P Smallcap Index Investor (SMCIX) has a market capitalization of approximately $50.3 million, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does SMCIX pay a dividend?

Yes — Shelton S&P Smallcap Index Investor (SMCIX) pays a dividend quarterly, with a trailing-twelve-month yield of 7.76%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

SMCIX

Shelton S&P Smallcap Index Investor

NASDAQ·Asset Management · Financial Services

$25.19$0.18−0.71%

Market cap$50.34M·Market closed·Jul 23 8:00 PM UTC

Price Chart

$25.19−$0.18 (−0.71%)today

−6.63%CAGR −1.37%

Select date range

FromTo

Sep 30, 1996Jul 24, 2021 → Jul 24, 2026· 5.0 yrsJul 24, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)0.80%

Annual Dividend (FWD)$0.20

Dividend Growth (5Y)+11.7%

Dividend Safety—

Payout Ratio—

FCF Payout Ratio—

Most Recent Dividend$0.050

Ex-Dividend DateJun 30

Payment DateJun 30

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for SMCIX and 80,000+ other tickers.

About Shelton S&P Smallcap Index Investor

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.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: sheltonfunds.com/domestic-stock-funds/sp-smallcap/

Peers

Peers Tab

HSSCX

Emerald Finance and Banking Innovation Fund - C

Cap

$47.2M

ARRFX

AMG River Road Focused Absolute Value Fund - Class N

Cap

$43.9M

RPXFX

RiverParks Large Growth Fund Retail Shares

Cap

$46.8M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About SMCIX

What does Shelton S&P Smallcap Index Investor do?: Shelton S&P Smallcap Index Investor (SMCIX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is SMCIX's market cap?: Shelton S&P Smallcap Index Investor (SMCIX) has a market capitalization of approximately $50.3 million, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does SMCIX pay a dividend?: Yes — Shelton S&P Smallcap Index Investor (SMCIX) pays a dividend quarterly, with a trailing-twelve-month yield of 7.76%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.