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Shelton Capital Management S&p Smallcap Index Fund Investor Shares (0P00002YB8)

US Funds

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25.560 +0.420 +1.67%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 57.26M

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

General
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0P00002YB8 Holdings

Comprehensive information about top holdings and Key Holding Information for the Shelton Capital Management S&P Smallcap Index Fund (0P00002YB8) fund. Our Shelton Capital Management S&P Smallcap Index Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.420	0.660	0.240
Shares	99.580	99.580	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.363	15.277
Price to Book	1.735	1.891
Price to Sales	0.990	1.236
Price to Cash Flow	8.337	8.281
Dividend Yield	1.838	1.550
5 Years Earnings Growth	11.109	11.969

Sector Allocation

Name	Net %	Category Average
Financial Services	17.930	16.917
Industrials	17.210	19.212
Consumer Cyclical	14.710	12.291
Technology	12.600	14.386
Healthcare	11.270	11.929
Real Estate	9.510	6.878
Basic Materials	4.310	5.232
Energy	4.020	5.246
Consumer Defensive	3.740	4.326
Communication Services	2.730	2.242
Utilities	1.970	2.960

Region Allocation

Equities

North America
Latin America
Asia

Developed Markets

Top Holdings

Number of long holdings: 538

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Mueller Industries	US6247561029	0.64	87.90	-4.14%
ATI Inc	US01741R1023	0.63	59.30	+1.96%
The Ensign	US29358P1012	0.62	146.36	-0.67%
Comerica	US2003401070	0.61	71.09	+3.18%
Carpenter Technology	US1442851036	0.60	190.97	+5.68%
Lumen Technologies	US5502411037	0.59	7.880	+0.38%
Meritage	US59001A1025	0.57	184.44	+3.80%
SPX Corp	US78473E1038	0.56	176.01	+2.01%
United States Treasury Bills 0%	-	0.54	-	-
SPS Commerce	US78463M1071	0.54	189.13	+1.51%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.84B	18.55	8.38	17.41
Shelton Core Value Direct	827.32M	15.90	7.97	8.88
Shelton S&P 500 Index Direct	294.48M	20.50	8.69	12.62
Shelton S&P Midcap Index Direct	118.7M	13.02	6.92	9.97
Shelton California Tax-Free Income	36.46M	1.88	-0.13	1.40

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Capital M.	25.560	+0.420	+1.67%