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Shelton S&P Smallcap Index Direct SMCIX

Quantitative rating as of
NAV / 1-Day Return
20.70  /  0.49 %
Total Assets
54.1 Mil
Adj. Expense Ratio
0.800%
Expense Ratio
0.810%
Distribution Fee Level
Low
Share Class Type
No Load
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.06%
Turnover
14%

Morningstar’s Analysis SMCIX

Will SMCIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Shelton S&P Smallcap Index Direct's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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