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Financial Services

Shelton S&P Smallcap Index Investor(SMCIX)

Fund

Live Price

Offline

$25.00

+1.83% today

1Y Change

+22.21%

Window

Jun 23, 2025 โ†’ Jun 16, 2026

Market Cap
$50.00M
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 247 bars ยท Jun 23, 2025 โ†’ Jun 16, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Shelton S&P Smallcap Index Investor (SMCIX) is a fund with a market cap of $50.00M and listed on NASDAQ. The fund last traded around $25.00 and up 22.2% across the available one-year price window (Jun 23, 2025 โ†’ Jun 16, 2026). Stock Foundry combines SMCIX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

SMCIX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

SMCIX Max Drawdown

-8.79%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for SMCIX and SPY.

Calendar-year return history is still loading or unavailable.

SMCIX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Irregular

Dividend Yield

No active yield

Trailing 12M Payout

$1.95

Last Payout

$0.06
Ex: Mar 31, 2026 ยท Pay: Mar 31, 2026
Ex-DateRecordPayDividendAdjFrequency
Mar 31, 2026Mar 30, 2026Mar 31, 2026$0.06$0.06Irregular
Dec 31, 2025Dec 30, 2025Dec 31, 2025$0.05$0.05Monthly
Nov 28, 2025Nov 26, 2025Nov 28, 2025$1.74$1.74Quarterly
Sep 30, 2025Sep 29, 2025Sep 30, 2025$0.05$0.05Quarterly
Jun 30, 2025Jun 27, 2025Jun 30, 2025$0.05$0.05Quarterly
Mar 31, 2025Mar 28, 2025Mar 31, 2025$0.04$0.04Quarterly
Dec 31, 2024Dec 30, 2024Dec 31, 2024$0.08$0.08Quarterly
Nov 29, 2024Nov 27, 2024Nov 29, 2024$2.05$2.05Irregular
Sep 30, 2024Sep 27, 2024Sep 30, 2024$0.06$0.06Quarterly
Jun 28, 2024Jun 27, 2024Jun 28, 2024$0.05$0.05Quarterly
Mar 28, 2024Mar 27, 2024Mar 28, 2024$0.05$0.05Quarterly
Dec 29, 2023Dec 28, 2023Dec 29, 2023$0.03$0.03Quarterly
Nov 30, 2023Nov 29, 2023Nov 30, 2023$0.59$0.59Irregular
Sep 29, 2023Sep 28, 2023Sep 29, 2023$0.05$0.05Quarterly
Jun 30, 2023Jun 29, 2023Jun 30, 2023$0.08$0.08Quarterly
Mar 31, 2023Mar 30, 2023Mar 31, 2023$0.06$0.06Quarterly
Dec 30, 2022Dec 29, 2022Dec 30, 2022$0.06$0.06Quarterly
Nov 30, 2022Nov 29, 2022Nov 30, 2022$1.86$1.86Irregular
Sep 30, 2022Sep 29, 2022Sep 30, 2022$0.06$0.06Quarterly
Jun 30, 2022Jun 29, 2022Jun 30, 2022$0.05$0.05Quarterly
Mar 31, 2022Mar 30, 2022Mar 31, 2022$0.04$0.04Quarterly
Dec 31, 2021Dec 30, 2021Dec 31, 2021$0.10$0.10Quarterly
Nov 30, 2021Nov 29, 2021Nov 30, 2021$0.28$0.28Irregular
Sep 30, 2021Sep 29, 2021Sep 30, 2021$0.06$0.06Quarterly
Jun 30, 2021Jun 29, 2021Jun 30, 2021$0.03$0.03Quarterly
Mar 31, 2021Mar 30, 2021Mar 31, 2021$0.02$0.02Quarterly
Dec 31, 2020Dec 30, 2020Dec 31, 2020$0.04$0.04Quarterly
Nov 30, 2020Nov 27, 2020Nov 30, 2020$0.89$0.89Irregular
Sep 30, 2020Sep 29, 2020Sep 30, 2020$0.03$0.03Quarterly
Jun 30, 2020Jun 29, 2020Jun 30, 2020$0.04$0.04Quarterly
Mar 31, 2020Mar 30, 2020Mar 31, 2020$0.03$0.03Quarterly
Dec 31, 2019Dec 30, 2019Dec 31, 2019$0.03$0.03Monthly
Nov 29, 2019Nov 27, 2019Nov 29, 2019$1.41$1.41Special
Sep 30, 2019Sep 27, 2019Sep 30, 2019$0.04$0.04Quarterly
Jun 28, 2019Jun 27, 2019Jun 28, 2019$0.03$0.03Quarterly
Mar 29, 2019Mar 28, 2019Mar 29, 2019$0.05$0.05Quarterly
Dec 31, 2018Dec 28, 2018Dec 31, 2018$0.06$0.06Monthly
Nov 30, 2018Nov 29, 2018Nov 30, 2018$1.64$1.64Quarterly
Sep 28, 2018Sep 27, 2018Sep 28, 2018$0.01$0.01Quarterly
Jun 29, 2018Jun 28, 2018Jun 29, 2018$0.03$0.03Quarterly
No upcoming dividends in the next 90 days

Next Step

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