Back to top
more

S&p Midcap Index Fund Class K: (MF: MIDKX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:10 PM ET

$25.18 USD

+0.02 (0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for MIDKX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Shelton - S&P MidCap Index K MIDKX NA NA 0.00 0.25 0.40 1.13

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Shelton - S&P MidCap Index Fund S SPMIX 26.71 4/20/1992 0.81 16.55 12.19 8.48
Shelton - S&P MidCap Index Fund K MIDKX 25.18 10/17/2003 0.38 15.99 11.64 7.94

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Shelton - S&P MidCap Index K MIDKX 1000 100 1000 Q

Contact Information

Family Shelton
Address 1875 Lawrence Street, Suite 300
Denver, CO 80202
Phone 800 955-9988