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Shelton Capital Management S&p Smallcap Index Fund Class K (0P00003AGR)

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24.180 -0.200    -0.82%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 792.87K
Type:  Fund
Market:  United States
Issuer:  Shelton Capital Management
Asset Class:  Equity
Shelton Capital Management S&P Smallcap Index Fund 24.180 -0.200 -0.82%

0P00003AGR Overview

 
Find basic information about the Shelton Capital Management S&p Smallcap 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 0P00003AGR MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change24.51%
Prev. Close24.38
Risk Rating
TTM Yield0.29%
ROE10.57%
IssuerShelton Capital Management
Turnover17%
ROA4.10%
Inception DateOct 17, 2003
Total Assets792.87K
Expenses1.46%
Min. Investment1,000
Market Cap3.01B
CategorySmall Blend
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Shelton Capital Management S&p Smallcap Index Fund Class K Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1085 1099 1241 1099 1561 2396
Fund Return 8.51% 9.92% 24.13% 3.19% 9.32% 9.13%
Place in category 471 118 373 365 350 148
% in Category 81 23 68 69 70 41

Top Equity Funds by Shelton Capital Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Shelton Nasdaq-100 Index Direct 1.86B 18.55 8.38 17.41
  Shelton Core Value Direct 813.5M 15.90 7.97 8.88
  Shelton S&P 500 Index Direct 293.92M 21.66 11.51 13.00
  Shelton S&P Midcap Index Direct 116.93M 13.02 6.92 9.97
  Shelton Capital Management SP Smald 56.86M 8.88 3.70 9.68

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 56.48B 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 23.18B 11.56 2.47 9.09
  DFA US Small Cap I 17.55B 9.31 4.54 8.85
  Vanguard Small Cap Index InstlPlus 11.41B 11.58 2.48 9.10

Top Holdings

Name ISIN Weight % Last Change %
  Mueller Industries US6247561029 0.64 91.00 -2.62%
  ATI Inc US01741R1023 0.63 58.37 -0.66%
  The Ensign US29358P1012 0.62 148.79 -0.21%
  Comerica US2003401070 0.61 70.23 +0.33%
  Carpenter Technology US1442851036 0.60 176.90 +0.11%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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