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SPFIX Mutual Fund Price & Analysis

The S&P 500 Index Fund Class S (SPFIX) is a mutual fund that seeks to track the performance of the S&P 500 Index, a widely recognized benchmark for the overall performance of the US stock market. This fund invests in a diverse portfolio of stocks included in the S&P 500, providing investors with exposure to a broad range of large and established companies across various industries. With a focus on low fees and efficient tracking of the index, the S&P 500 Index Fund Class S offers a convenient and cost-effective way for investors to gain exposure to the US stock market.

SPFIX Mutual Fund Chart & Stats

Previous Close$71.83
Sub-CategoryS&P 500
Total Liabilities126.42K
Expense RatioN/A
Holding Count504
Brandshelton funds
0.96 (1.51%)
CategoryIndex
Total Assets254.62M
Shares OutstandingN/A
52-Week Range$61.88 - $74.61

SPFIX Mutual Fund Smart Score

8
Outperform
1
2
3
4
5
6
7
8
9
10

Analyst Consensus

Moderate Buy
Average Price Target:
$82.63 (― Downside)

Crowd Wisdom

Very Negative
Last 7 Days ▼ 0.9%
Last 30 Days ▼ 1.2%
Learn more about TipRanks Smart Score
For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Microsoft
7.15%
Apple Inc
6.14%
Nvidia Corporation
4.53%
Amazon.Com, Inc.
3.74%
Meta Platforms, Inc.
2.53%
Alphabet Inc. Class A
1.91%
Berkshire Hathaway B
1.73%
Alphabet Inc. Class C
1.62%
Eli Lilly And Company
1.40%
Broadcom Inc.
1.33%
Total32.07%

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