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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1130 | 1067 | 1257 | 1222 | 1709 | 2586 |
Fund Return | 13.02% | 6.68% | 25.71% | 6.92% | 11.31% | 9.97% |
Place in category | 259 | 392 | 286 | 171 | 139 | 72 |
% in Category | 63 | 86 | 68 | 52 | 48 | 38 |
Name | Rating | 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 | 295.36M | 20.50 | 8.69 | 12.62 | ||
Shelton Capital Management SP Smald | 58.29M | 8.88 | 3.70 | 9.68 | ||
Shelton California Tax-Free Income | 36.19M | 1.88 | -0.13 | 1.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 62.61B | 14.22 | 2.94 | 9.79 | ||
Fidelity Extended Market Index Ins | 40.04B | 12.38 | -0.34 | 9.27 | ||
Fidelity Mid Cap Index Fund Institu | 36.34B | 14.03 | 3.57 | 9.80 | ||
Vanguard Extended Market Index Inst | 32.72B | 12.38 | -0.32 | - | ||
Vanguard Extended Market Idx Adm | 24.86B | 12.35 | -0.36 | 9.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 0.98 | - | - | |
Carlisle | US1423391002 | 0.75 | 461.22 | -1.80% | |
Illumina | US4523271090 | 0.73 | 142.95 | -0.60% | |
EMCOR | US29084Q1004 | 0.71 | 514.78 | +0.74% | |
Williams-Sonoma | US9699041011 | 0.70 | 174.00 | -2.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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