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

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21.990 +0.130 +0.59%

20/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 52.54M

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0P00002YB8 Holdings

Comprehensive information about top holdings and Key Holding Information for the Shelton Capital Management S&P Smallcap Index Fund (0P00002YB8) fund. Our Shelton Capital Management S&P Smallcap Index Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.420	0.660	0.240
Stocks	99.580	99.580	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.363	15.380
Price to Book	1.735	1.919
Price to Sales	0.990	1.273
Price to Cash Flow	8.337	8.600
Dividend Yield	1.838	1.482
5 Years Earnings Growth	11.109	12.015

Sector Allocation

Name	Net %	Category Average
Financial Services	17.930	17.240
Industrials	17.210	19.187
Consumer Cyclical	14.710	12.284
Technology	12.600	14.297
Healthcare	11.270	12.104
Real Estate	9.510	6.936
Basic Materials	4.310	5.142
Energy	4.020	5.032
Consumer Defensive	3.740	4.319
Communication Services	2.730	2.347
Utilities	1.970	2.990

Region Allocation

Equities

North America
Latin America
Asia

Developed Markets

Top Holdings

Number of long holdings: 538

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Mueller Industries	US6247561029	0.64	79.62	-0.70%
ATI Inc	US01741R1023	0.63	55.23	+1.41%
The Ensign	US29358P1012	0.62	133.85	-0.55%
Comerica	US2003401070	0.61	61.86	+1.14%
Carpenter Technology	US1442851036	0.60	172.61	+1.55%
Lumen Technologies	US5502411037	0.59	5.840	-1.35%
Meritage	US59001A1025	0.57	154.61	0.00%
SPX Corp	US78473E1038	0.56	145.73	+1.52%
United States Treasury Bills 0%	-	0.54	-	-
SPS Commerce	US78463M1071	0.54	186.16	-1.15%

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 S&P Midcap Index Direct	109.52M	21.78	8.62	10.21
Shelton Capital Management Nasdaq 1	38.72M	19.34	11.01	17.28

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Capital M.	21.990	+0.130	+0.59%