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Shelton Capital Management Nasdaq-100 Index Fund Investor Shares (NASDX)

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41.76 +0.07    +0.17%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.84B
Shelton Nasdaq-100 Index Direct 41.76 +0.07 +0.17%

NASDX Overview

 
Find basic information about the Shelton Capital Management Nasdaq-100 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 NASDX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change20.76%
Prev. Close41.69
Risk Rating
TTM Yield0.38%
ROE35.18%
IssuerN/A
Turnover11%
ROA18.45%
Inception Date36543
Total Assets1.84B
Expenses0.51%
Min. Investment1,000
Market Cap480.83B
CategoryLarge Growth
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Shelton Capital Management Nasdaq-100 Index Fund Investor Shares News


Shelton Capital Management Nasdaq-100 Index Fund Investor Shares Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1185 1028 1386 1273 2530 4979
Fund Return 18.55% 2.78% 38.6% 8.38% 20.4% 17.41%
Place in category 824 887 787 141 28 16
% in Category 71 77 69 17 4 4

Top Equity Funds by Shelton Capital Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Shelton Core Value Direct 827.32M 15.90 7.97 8.88
  Shelton S&P 500 Index Direct 294.48M 20.50 8.69 12.62
  Shelton S&P Midcap Index Direct 118.7M 13.02 6.92 9.97
  Shelton Capital Management SP Smald 57.26M 8.88 3.70 9.68
  Shelton California Tax-Free Income 36.46M 1.88 -0.13 1.40

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 153.75B 22.40 4.47 13.21
  Fidelity Contrafund 128.94B 30.86 9.80 15.03
  Fidelity Contrafund K 128.94B 30.89 9.88 15.12
  Vanguard Growth Index Adm 83.57B 23.69 7.47 15.16
  JPMorgan Large Cap Growth R6 66.55B 26.92 9.12 17.38

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 8.97 229.87 +0.59%
  Microsoft US5949181045 8.10 417.00 +1.00%
  NVIDIA US67066G1040 7.54 141.95 -3.22%
  Broadcom US11135F1012 5.23 164.23 +0.18%
  Meta Platforms US30303M1027 5.04 559.14 -0.70%

Technical Summary

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