Shelton S&P Smallcap Index Investor
SMCIX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- San Francisco, CA 94104 San Francisco CA United States of America 94104
- IPO Date
- Sep 30, 1996
- CIK
- 0000778206
- Website
- sheltonfunds.com
- Similar Companies
- Business
- Shelton S&P SmallCap Index Investor (SMCIX) is a mutual fund managed by Shelton Capital Management that seeks to replicate the performance of the S&P SmallCap 600 Index by investing primarily in the common stocks of approximately 600 small-capitalization U.S. companies across a broad range of industries, including financials, industrials, consumer non-cyclical, consumer cyclical, and technology sectors; the fund maintains a portfolio weighting that closely approximates the index benchmark, with at least 80% of its total assets allocated to these underlying securities, and offers Investor shares with a net expense ratio of 0.88%. Shelton Capital Management, founded in 1985 and headquartered in Denver, Colorado with additional offices in San Francisco, provides this passively managed small blend equity fund as part of its broader suite of low-cost mutual funds encompassing U.S. equity strategies, international equity strategies, fixed income, ESG solutions, and equity income products; the firm serves individual investors, financial advisors, wealth managers, retirement plans, and institutional clients, managing over $6 billion in assets as of September 30, 2025. The SMCIX fund, with net assets of approximately $51.5 million and an inception date of October 2, 1996, focuses on small-sized U.S. companies to provide diversified exposure less sensitive to individual stock or sector movements, targeting high correlation to the S&P SmallCap 600 Index. In a recent major development, Shelton Capital Management announced on December 10, 2025, an agreement to acquire the assets of Stringer Asset Management, a Memphis-based firm managing about $650 million in risk-managed ETF-based portfolios including Growth, Moderate Growth, Conservative Growth, Income with Growth, Income, and Tactical Opportunities strategies; this transaction integrates Stringer's experienced investment team led by Gary Stringer, enhances Shelton's offerings with scalable, behaviorally informed risk-aware solutions for financial advisors, and elevates the firm's total assets under management to over $7 billion while preserving strategic continuity.