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

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25.800 -0.220 -0.85%

26/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 57.77M

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

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0P00002YB8 Overview

Find basic information about the Shelton Capital Management S&p Smallcap Index Fund Investor Shares 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 0P00002YB8 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change28.24%

Prev. Close26.02

Risk Rating

TTM Yield0.76%

ROE10.57%

IssuerShelton Capital Management

Turnover17%

ROA4.10%

Inception DateOct 02, 1996

Total Assets57.77M

Expenses0.95%

Min. Investment1,000

Market Cap3.01B

CategorySmall Blend

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Shelton Capital Management S&p Smallcap Index Fund Investor Shares Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1089	1100	1248	1115	1602	2520
Fund Return	8.88%	10.04%	24.76%	3.7%	9.88%	9.68%
Place in category	446	97	327	331	288	72
% in Category	77	19	61	63	60	19

Top Equity Funds by Shelton Capital Management

Name	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 California Tax-Free Income	36.2M	1.88	-0.13	1.40

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.85B	11.56	2.46	9.08
Fidelity Small Cap Index Instl Pre	26.87B	9.65	0.09	8.08
Vanguard Small Cap Index I	22.74B	11.56	2.47	9.09
DFA US Small Cap I	17.82B	9.31	4.54	8.85
Vanguard Small Cap Index InstlPlus	11.6B	11.58	2.48	9.10

Top Holdings

Name	ISIN	Weight %	Last	Change %
Mueller Industries	US6247561029	0.64	81.34	-0.99%
ATI Inc	US01741R1023	0.63	60.63	+0.80%
The Ensign	US29358P1012	0.62	146.34	+0.79%
Comerica	US2003401070	0.61	72.64	-0.12%
Carpenter Technology	US1442851036	0.60	196.14	+0.54%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Capital M.	25.800	-0.220	-0.85%