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Shelton Capital Management Nasdaq-100 Index Fund Class K (0P00003AGO)

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40.480 -0.070    -0.17%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 38.68M
Type:  Fund
Market:  United States
Issuer:  Shelton Capital Management
Asset Class:  Equity
Shelton Capital Management Nasdaq-100 Index Fund C 40.480 -0.070 -0.17%

0P00003AGO Overview

 
Find basic information about the Shelton Capital Management Nasdaq-100 Index Fund Class K mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00003AGO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US82301Q8740)
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Rating
1-Year Change23.55%
Prev. Close40.55
Risk Rating
TTM Yield0.14%
ROE35.18%
IssuerShelton Capital Management
Turnover16%
ROA18.45%
Inception DateOct 16, 2003
Total Assets38.68M
Expenses0.87%
Min. Investment1,000
Market Cap480.83B
CategoryLarge Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1193 1019 1365 1368 2604 4924
Fund Return 19.34% 1.94% 36.54% 11.01% 21.1% 17.28%
Place in category 815 905 797 149 31 27
% in Category 70 79 67 18 6 5

Top Equity Funds by Shelton Capital Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Shelton Nasdaq-100 Index Direct 1.86B 18.55 8.38 17.41
  Shelton Core Value Direct 813.5M 15.90 7.97 8.88
  Shelton S&P 500 Index Direct 293.92M 21.66 11.51 13.00
  Shelton S&P Midcap Index Direct 116.93M 13.02 6.92 9.97
  Shelton Capital Management SP Smald 56.86M 8.88 3.70 9.68

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 154.87B 22.40 4.47 13.21
  Fidelity Contrafund 128.94B 30.86 9.80 15.03
  Fidelity Contrafund K 128.94B 30.89 9.88 15.12
  Vanguard Growth Index Adm 84.02B 23.69 7.47 15.16
  JPMorgan Large Cap Growth R6 67.26B 26.92 9.12 17.38

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 8.97 225.12 +0.40%
  Microsoft US5949181045 8.10 425.20 +0.51%
  NVIDIA US67066G1040 7.54 146.27 -1.36%
  Broadcom US11135F1012 5.23 173.58 -1.50%
  Meta Platforms US30303M1027 5.04 580.00 -0.82%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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