Sampp Smallcap Index Fund Quote
| SMLKX Fund | USD 20.37 0.14 0.69% |
Performance Soft
| Odds Of Distress Low
|
SP SMALLCAP currently is exchanging hands at $20.37, reflecting 0.69% up today. Forward risk modeling suggests SP SMALLCAP maintains a moderate probability of financial distress at approximately 22% probability. Measured over 90 trading days, SP SMALLCAP has produced modest risk-adjusted performance on a risk-adjusted basis. The performance scores window runs from December 17, 2025 to March 17, 2026. Learn more.
Moving together with SMLKX Mutual Fund
Mutual Fund Highlights
Sampp Smallcap Index [SMLKX] is traded in USA. The fund is listed under the Small Blend category and is part of the Shelton Capital Management family. This fund at this time has accumulated 85.88 M in assets with no minimum investment requirements. Sampp Smallcap Index is currently producing a year-to-date (YTD) return of 1.95%, while the total return for the last 3 years is 9.27%. SP SMALLCAP financial stability analysisInstrument Allocation
Notable Updates
| Fund Concentration | Shelton Capital Management Funds, Large Funds, Small Blend Funds, Small Blend, Shelton Capital Management (View all Sectors) |
| Update Date | 31st of March 2026 |
Sector Allocation
Investors seeking lower risk should consider how SMLKX Mutual Fund allocates across sectors. Broader sector coverage reduces volatility and loss probability, but typically also reduces expected return. The optimal diversification level for SMLKX Mutual Fund depends on your risk tolerance.
Sampp Smallcap Index Mutual Fund is an example of a sector ETF that institutional investors can use to implement a low-cost sector tilt. Sector ETF-based diversification can enhance returns, but concentration limits remain important: no single sector should exceed 20% of total equity allocation.
Common Risk Profiles
| Mean Deviation | 0.7956 | |||
| Semi Deviation | 0.985 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 |
Sampp Smallcap Index Against Markets
Mutual Fund Analysis Notes
The fund maintains 99.16% of assets in stocks. Latest disclosures for Sampp Smallcap Index show $48.8 million in Total Assets and $85.9 million in Net Assets.Investor Insights and Alerts
Automated alerts tied to Sampp Smallcap Index help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. Used correctly, this section functions as a challenge mechanism: it asks whether the thesis is still intact under the latest information set.
| Latest headline from news.google.com: Exclusive Iran War Puts Venture Funds Public Listing on Hold - WSJ | |
| The fund maintains 99.16% of its assets in stocks |
Top Sampp Smallcap Index Mutual Fund Constituents
| CCOI | Cogent Communications Group | Stock | |
| RGEN | Repligen | Stock | |
| EGP | EastGroup Properties | Stock | |
| ALE | Allete Inc | Stock | |
| AWR | American States Water | Stock | |
| ASGN | ASGN Inc | Stock | |
| FCFS | FirstCash | Stock | |
| POWI | Power Integrations | Stock | |
| CBU | Community Bank System | Stock | |
| PRLB | Proto Labs | Stock | |
| MSTR | MicroStrategy Incorporated | Stock | |
| HQY | HealthEquity | Stock | |
| AVA | Avista | Stock | |
| IART | Integra LifeSciences Holdings | Stock | |
| SR | Spire Inc | Stock | |
| WWW | Wolverine World Wide | Stock | |
| ADC | Agree Realty | Stock | |
| VIAV | Viavi Solutions | Stock | |
| CACI | CACI International | Stock | |
| FCN | FTI Consulting | Stock | |
| ALRM | Alarm Holdings | Stock | |
| ARWR | Arrowhead Pharmaceuticals | Stock | |
| NEO | NeoGenomics | Stock | |
| GTLS | Chart Industries | Stock | |
| BCO | Brinks Company | Stock | |
| EVR | Evercore Partners | Stock | |
| M | Macys Inc | Stock |
Outstanding Bonds
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Predictive Daily Indicators
Daily trading signals in Sampp Smallcap Index help active traders monitor momentum, reversals, and volume pressure while the session is still developing. Used carefully, they can improve execution quality without encouraging investors to overtrade every minor fluctuation.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 20.37 | |||
| Day Typical Price | 20.37 | |||
| Price Action Indicator | 0.07 | |||
| Period Momentum Indicator | 0.14 |
Forecast Models
Time-series forecasting models for Sampp Smallcap Index analyze previously observed prices and returns to estimate how the fund may behave under similar statistical conditions. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.Mutual Fund Overview, Methodology & Data Sources
Exposure drift is monitored through changes in holdings and factor weights. The current allocation is approximately 99.0% equities and 1.0% cash. It is classified under Small Blend within the Shelton Capital Management family. The five-year return stands at 2.0%.
Methodology
Unless otherwise specified, data for Sampp Smallcap Index is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Sampp Smallcap Index market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: The dataset for Sampp Smallcap Index incorporates public fund disclosures, holdings reports, and market data feeds and official institutional disclosures, including U.S. Securities and Exchange Commission (SEC) via EDGAR. Some inputs may not update instantaneously. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Sampp Smallcap Index may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.