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Shelton Capital Management S&p 500 Index Fund Class K (SPXKX)

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85.160 +0.490    +0.58%
26/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.12M
Type:  Fund
Market:  United States
Issuer:  Shelton Capital Management
Asset Class:  Equity
Shelton Capital Management S P 500 Index Fund Clas 85.160 +0.490 +0.58%

SPXKX Overview

 
Find basic information about the Shelton Capital Management S&p 500 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 SPXKX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change22.43%
Prev. Close84.67
Risk Rating
TTM Yield0.43%
ROE33.79%
IssuerShelton Capital Management
Turnover7%
ROA15.71%
Inception DateOct 16, 2003
Total Assets2.12M
Expenses0.95%
Min. Investment1,000
Market Cap326.59B
CategoryLarge Blend
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Shelton Capital Management S&p 500 Index Fund Class K Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1212 1056 1351 1366 2005 3228
Fund Return 21.19% 5.64% 35.09% 10.95% 14.92% 12.43%
Place in category 583 838 641 567 573 345
% in Category 37 61 44 41 50 43

Top Equity Funds by Shelton Capital Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Shelton Nasdaq-100 Index Direct 1.85B 18.55 8.38 17.41
  Shelton Core Value Direct 834.2M 15.90 7.97 8.88
  Shelton S&P 500 Index Direct 297.11M 20.50 8.69 12.62
  Shelton S&P Midcap Index Direct 119.83M 13.02 6.92 9.97
  Shelton Capital Management SP Smald 57.77M 8.88 3.70 9.68

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 703.38B 19.69 7.49 -
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Vanguard 500 Index Admiral 546.41B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 396.4B 19.67 7.47 12.38
  Vanguard 500 Index Institutional Se 191.38B 20.96 9.07 -

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 7.14 235.06 +0.94%
  Microsoft US5949181045 6.45 427.99 +2.20%
  NVIDIA US67066G1040 6.02 136.92 +0.66%
  Amazon.com US0231351067 3.51 207.86 +3.18%
  Meta Platforms US30303M1027 2.52 573.54 +1.49%

Technical Summary

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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