S&P MidCap Index FundMIDKX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$113.7M
Expense ratio
1.14%
1-year return
+16.0%
3 years, a year
+11.6%
5 years, a year
+7.9%
Holdings
400
What it aims to do.
The Funds investment objective is to attempt to replicate the performance of medium-sized U.S. companies as measured by the S&P MidCap 400 Index.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| LITE Lumentum Holdings Inc. | 1.44% |
| COHR Coherent Corp | 1.18% |
| FTI TechnipFMC PLC | 0.78% |
| CW Curtiss-Wright Corp. | 0.75% |
| CASY Casey'S General Stores Inc. | 0.74% |
| XPO XPO Inc | 0.72% |
| WWD Woodward Inc. | 0.68% |
| FLEX Flex Ltd. | 0.68% |
| ATI ATI Inc | 0.65% |
| UTHR United Therapeutics Corporation | 0.63% |
More on MIDKX.
- MIDKX overview
- MIDKX holdings
- MIDKX risk
- MIDKX costs
- MIDKX money in and out
- MIDKX share classes
- Compare MIDKX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.