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Shelton Capital Management S&p Midcap Index Fund Investor Shares (SPMIX)

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25.63 +0.08 +0.31%

23/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 109.52M

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

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SPMIX Overview

Find basic information about the Shelton Capital Management S&p Midcap 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 SPMIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change2.73%

Prev. Close25.55

Risk Rating

TTM Yield0.72%

ROE18.20%

IssuerShelton Capital Management

Turnover19%

ROA6.57%

Inception Date33714

Total Assets109.52M

Expenses0.64%

Min. Investment1,000

Market Cap8.74B

CategoryMid - Cap Blend

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

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 32

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	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

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.86B	24.79	9.54	17.49
Shelton Core Value Direct	827.69M	20.98	10.22	9.14
Shelton S&P 500 Index Direct	287.27M	20.50	8.69	12.62
Shelton Capital Management SP Smald	52.54M	17.41	5.76	9.75
Shelton Capital Management Nasdaq 1	38.72M	19.34	11.01	17.28

Top Funds for Mid-Cap Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Mid Cap Index Adm	67.61B	23.67	6.60	10.36
Fidelity Extended Market Index Ins	44.55B	25.83	5.29	10.37
Fidelity Mid Cap Index Fund Institu	39.65B	24.09	7.79	10.45
Vanguard Extended Market Index Inst	37.25B	25.82	5.30	-
Vanguard Extended Market Idx Adm	27.67B	25.77	5.26	10.36

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Bills 0%	-	0.98	-	-
Carlisle	US1423391002	0.75	376.54	-0.46%
Illumina	US4523271090	0.73	134.99	-0.76%
EMCOR	US29084Q1004	0.71	463.26	-0.55%
Williams-Sonoma	US9699041011	0.70	186.52	+1.55%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton S&P Midca.	25.63	+0.08	+0.31%