Downtrend on the daily chart: below its 50- and 200-day averages · 50-day below the 200-day · SuperTrend up since Oct 6 · below the Ichimoku cloud · RSI 41 · MACD above its signal · 9% above its 52-week low
| 31.17 | 52-week high | +12.44% |
| 29.44 | Previous month high | +6.21% |
| 28.23 | Previous week high | +1.84% |
| 28.18 | R3 (classic) | +1.67% |
| 28.05 | R2 (classic) | +1.18% |
| 27.91 | Previous day high | +0.69% |
| 27.88 | R1 (classic) | +0.59% |
| 27.75 | Pivot | +0.10% |
| 27.72 | Price now | |
| 27.61 | Previous day low | −0.39% |
| 27.58 | S1 (classic) | −0.49% |
| 27.57 | Previous week low | −0.56% |
| 27.45 | S2 (classic) | −0.99% |
| 27.36 | Previous month low | −1.28% |
| 27.28 | S3 (classic) | −1.58% |
| 25.45 | 52-week low | −8.19% |
None of the 29 investors followed here reported a position in SMCO in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a SMCO trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
TimeframesUp on the monthly, down on the hourly and daily, mixed on the weekly.
under a falling 21 EMA, 21 under 50
under a falling 21 EMA, 21 under 50
pulling back under the 21 EMA
over a rising 21 EMA
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.9 | 1.5 | -5.6 | 9.1 | 1.5 | 3.0 | -4.4 | -2.4 | -5.1 | 1.0 | +3.4% | ||
| 2025 | 4.0 | -4.8 | -6.4 | -2.8 | 7.3 | 4.4 | 1.7 | 2.2 | 1.1 | -0.3 | 0.6 | -0.9 | +5.4% |
| 2024 | -0.5 | 7.8 | 3.6 | -7.2 | 6.9 | -0.9 | 4.3 | -1.4 | 2.1 | -0.2 | 9.7 | -6.8 | +17.3% |
| 2023 | 6.9 | +6.9% |
The Sub-Adviser uses its proprietary Small & Mid Cap Opportunities investment process (“SMCO Process”) to seek risk-adjusted returns by investing in U.S. equity securities within the small- and mid-cap asset classes. The fund’s portfolio will typically consist of between 50-75 stocks. The fund’s portfolio will consistently consist of stocks that the Sub-Adviser deems fundamentally attractive and reasonably valued. Under normal circumstances, at least 80% of the fund’s net assets, plus borrowings for investment purposes, will be invested in equity securities of small- and mid-capitalization companies.
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