WTC-CIF Small Cap 2000 (SMCPAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
30.56
+0.17 (0.56%)
Apr 1, 2026, 4:00 PM EST
Fund Assetsn/a
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Ex-Dividend Daten/a
Previous Close30.39
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5-Year Returnn/a
52-Week Low29.34
52-Week High30.71
Beta (5Y)n/a
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Inception Daten/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