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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1218 | 1089 | 1323 | 1282 | 1764 | 2643 |
Fund Return | 21.78% | 8.94% | 32.3% | 8.62% | 12.03% | 10.21% |
Place in category | 228 | 226 | 201 | 160 | 136 | 75 |
% in Category | 59 | 55 | 53 | 46 | 48 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.9B | 25.31 | 9.27 | 17.79 | ||
Shelton Core Value Direct | 863.19M | 17.17 | 7.56 | 8.72 | ||
Shelton S&P 500 Index Direct | 293.96M | 27.54 | 11.04 | 12.96 | ||
Shelton Capital Management SP Smald | 53.6M | 17.41 | 5.76 | 9.75 | ||
Shelton Capital Management Nasdaq 1 | 39.71M | 24.98 | 8.85 | 17.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 62.59B | 15.22 | 2.80 | 9.55 | ||
Fidelity Extended Market Index Ins | 40.78B | 16.98 | 2.57 | 9.46 | ||
Fidelity Mid Cap Index Fund Institu | 37.02B | 15.35 | 3.80 | 9.63 | ||
Vanguard Extended Market Index Inst | 34.44B | 16.96 | 2.57 | - | ||
Vanguard Extended Market Idx Adm | 25.55B | 16.91 | 2.53 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 0.98 | - | - | |
Carlisle | US1423391002 | 0.75 | 406.29 | +0.95% | |
Illumina | US4523271090 | 0.73 | 134.02 | -4.52% | |
EMCOR | US29084Q1004 | 0.71 | 531.08 | -0.92% | |
Williams-Sonoma | US9699041011 | 0.70 | 210.44 | -0.79% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Strong Buy | Neutral | Strong Buy |
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