Shelton S&P Smallcap Index Fund Investor Shares (SMCIX)

Overview

The S&P SmallCap 600 Index is a financial instrument that comprises common stocks of 600 select small-sized companies across various industries within the United States. This fund is known for its passive management strategy, aiming to replicate the performance of the S&P SmallCap 600 Index by maintaining a similar weight distribution of stocks within its portfolio. The investment approach focuses on allocating at least 80% of its total assets, which may include borrowed funds for investment purposes, towards stocks that are present in the S&P SmallCap 600 Index. This strategy ensures that investors gain exposure to a broad spectrum of small-cap U.S. companies, making it a diversified investment option within the small-cap domain.

Products and Services

• S&P SmallCap 600 Index Fund

This product is a passively managed fund that primarily invests in the stocks making up the S&P SmallCap 600 Index. The objective is to have the fund's stock weighting closely approximate the index itself, providing investors with a representative exposure to the small-cap segment of the U.S. equity market. This strategy caters to investors looking for diversified exposure to small-cap companies, leveraging the growth potential while mitigating the risk through broad diversification.