WTC-CIF II Small Cap Opportunities (SMCPOX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

32.37

+0.37 (1.16%)

Oct 15, 2026, 4:00 PM EST

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	32.00
YTD Return	19.72%
1-Year Return	22.84%
5-Year Return	33.78%
52-Week Low	25.14
52-Week High	35.96
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About SMCPOX

The Wellington CIF II Small Cap Opportunities Portfolio is a mutual fund focused on small-cap equity investments with the objective of delivering long-term returns that exceed the performance of the Russell 2000 Index. This portfolio primarily targets small-sized U.S. companies, holding approximately 96% of its assets in U.S. stocks, with a small allocation to non-U.S. stocks and cash. The fund is designed to appeal to investors willing to accept higher market volatility in exchange for potential greater returns through exposure to smaller, less-established companies. Since its inception on September 29, 2000, the portfolio has aimed to capitalize on the growth opportunities within the small-cap sector, which tends to be more volatile but can offer higher returns compared to larger-cap equities. Its strategic focus on small-cap opportunities positions it as a specialized investment vehicle within the equity market, targeting a dynamic segment of the U.S. economy.

Stock Exchange Nasdaq

Ticker Symbol SMCPOX

Performance

SMCPOX had a total return of 22.84% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.13%.