SPFIX Mutual Fund
SPFIX Mutual Fund
SPFIX Mutual Fund
S&P 500 Index Fund Investor Class
SPFIX Mutual Fund Overview
SPFIX Mutual Fund (S&P 500 Index Fund Investor Class) is managed by Shelton Capital Management with $348.6M in net assets. SPFIX expense ratio is 0.42%, holding 503 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1992-04-20.
SPFIX performance shows a YTD return of 12.11%. The 1-year return is 15.29% and the 5-year return is 17.28%. SPFIX dividend yield stands at 3.25%, paid quarterly.
SPFIX top holdings include Nvidia Corp (7.8%), Apple, Inc (6.8%), Microsoft Corp (5.5%), Amazon.Com Inc (3.7%), Alphabet Inc (2.9%). Go to all SPFIX holdings, SPFIX sectors, or SPFIX dividends.
SPFIX can be compared against other funds. Use SPFIX overlap to find shared positions, or SPFIX vs another fund for a side-by-side view. SPFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.