WTC-CIF Small Cap 2000 (SMCPAX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	33.22
YTD Return	11.36%
1-Year Return	13.19%
5-Year Return	38.42%
52-Week Low	27.81
52-Week High	38.07
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About SMCPAX

The Wellington Trust Small Cap 2000 Portfolio is a collective investment fund focused on achieving long-term total returns that exceed the performance of the Russell 2000 Index. Managed by Wellington Trust Company, NA, the portfolio specializes in U.S. small-cap equities and employs a fundamental, bottom-up stock selection process. Its investment strategy aims to add value through in-depth security analysis, maintaining industry weightings within tight ranges relative to the benchmark. The portfolio is broadly diversified, typically holding several hundred small-cap stocks across sectors such as healthcare, financial services, technology, consumer cyclicals, and real estate. Designed primarily for employee benefit plans exempt from taxation, the fund emphasizes companies with strong earnings growth potential and financial quality. The Wellington Trust Small Cap 2000 Portfolio plays a key role in providing institutional investors access to small-cap market opportunities, serving as a vehicle for growth exposure in diversified retirement and benefit plan allocations.

• Stock Exchange: Nasdaq
• Ticker Symbol: SMCPAX

Performance

SMCPAX had a total return of 13.19% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.93%.

Data Sources: S&P Global Market Intelligence, Twelve Data, and more

Historical data is provided by S&P Global Market Intelligence. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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