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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1130 | 1118 | 1177 | 1547 | 2246 |
Fund Return | 4.01% | 12.98% | 11.81% | 5.59% | 9.11% | 8.43% |
Place in category | 278 | 207 | 327 | 220 | 251 | 116 |
% in Category | 62 | 48 | 76 | 63 | 73 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.75B | 10.36 | 11.13 | 17.86 | ||
Shelton Core Value Direct | 716.04M | 7.13 | 6.64 | 8.64 | ||
Shelton S&P 500 Index Direct | 271.95M | 11.10 | 9.15 | 12.32 | ||
Shelton S&P Midcap Index Direct | 107.67M | 7.71 | 4.16 | 9.43 | ||
Shelton Capital Management SP Smald | 49.69M | -0.95 | 2.01 | 8.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 59.44B | 5.55 | 3.04 | 9.49 | ||
Fidelity Extended Market Index Ins | 37.64B | 3.43 | -1.31 | 8.75 | ||
Fidelity Mid Cap Index Fund Institu | 34.47B | 5.68 | 3.10 | 9.47 | ||
Vanguard Extended Market Index Inst | 30.44B | 3.43 | -1.28 | - | ||
Vanguard Extended Market Idx Adm | 23.68B | 3.42 | -1.32 | 8.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Deckers Outdoor | US2435371073 | 0.69 | 980.14 | -0.94% | |
Reliance Steel&Aluminum | US7595091023 | 0.64 | 281.90 | +0.42% | |
Carlisle | US1423391002 | 0.61 | 417.22 | -0.66% | |
Godaddy Inc | US3802371076 | 0.60 | 137.66 | -0.18% | |
Graco | US3841091040 | 0.58 | 79.50 | +0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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