MIDKX Mutual Fund

MIDKX Mutual Fund (S&P MidCap Index Fund Class K) is managed by Shelton Capital Management with $112,693.55 in net assets. MIDKX expense ratio is 1.13%, holding 412 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2003-10-16.

MIDKX performance shows a YTD return of 13.85%. The 1-year return is 15.86% and the 5-year return is 5.47%. MIDKX dividend yield stands at 4.82%, paid quarterly.

MIDKX top holdings include United States Department 0 07/30/2026 (1.2%), Twilio Inc. Class A (0.8%), Carpenter Technology Corpcommon Stock (0.8%), Mks Instruments Inc (0.8%), Curtiss-wright Corp (0.8%). Go to all MIDKX holdings, MIDKX sectors, or MIDKX dividends.

MIDKX can be compared against other funds. Use MIDKX overlap to find shared positions, or MIDKX vs another fund for a side-by-side view. MIDKX alternatives are available via the screener, along with tax-loss harvesting opportunities.