WTC-CIF II SMID Cap Research Equity (SMICRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

35.65

+0.50 (1.42%)

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	35.15
YTD Return	15.48%
1-Year Return	17.35%
5-Year Return	40.97%
52-Week Low	28.86
52-Week High	39.35
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About SMICRX

The Wellington CIF II SMID Cap Research Equity Portfolio is an open-end mutual fund designed to provide long-term total returns that exceed the performance of the Russell 2500 Index. This portfolio primarily targets investments in small- and mid-cap U.S. equities, focusing on companies that offer significant growth potential within this segment of the market. By emphasizing rigorous research-driven stock selection, the fund aims to identify high-quality businesses across diverse sectors, harnessing opportunities that may be overlooked in the broader market. The portfolio is actively managed, with the investment team leveraging deep fundamental analysis to uncover value and growth prospects among these smaller companies. This fund plays a significant role for investors seeking exposure to the dynamic small- and mid-cap equity space, which can offer greater growth opportunities compared to larger, more established firms. Its research-intensive process and objective to outperform a well-recognized benchmark position it as a unique component within diversified equity strategies, providing both institutional and individual investors with access to a targeted segment of the U.S. equity market.

Stock Exchange Nasdaq

Ticker Symbol SMICRX

Performance

SMICRX had a total return of 17.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.02%.