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

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26.21 +0.10 +0.38%

21/06 - Closed. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

Morningstar Rating:
Total Assets: 107.67M

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SPMIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Shelton S&P Midcap Index Direct (SPMIX) fund. Our Shelton S&P Midcap Index Direct portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	0.59	0.59	0.00
Stocks	99.41	99.41	0.00

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.63	17.20
Price to Book	2.25	2.38
Price to Sales	1.34	1.51
Price to Cash Flow	10.28	10.50
Dividend Yield	1.73	1.53
5 Years Earnings Growth	10.63	11.51

Sector Allocation

Name	Net %	Category Average
Industrials	21.24	19.81
Consumer Cyclical	15.70	13.51
Financial Services	15.44	15.16
Technology	11.36	15.60
Healthcare	7.83	9.81
Real Estate	7.74	7.19
Basic Materials	5.87	5.43
Energy	5.80	5.33
Consumer Defensive	4.61	4.45
Utilities	3.23	3.87
Communication Services	1.19	2.99

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 384

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Vistra Corp	-	0.85	-	-
Williams-Sonoma Inc	-	0.74	-	-
Reliance Inc	-	0.70	-	-
Carlisle Companies Inc	-	0.70	-	-
EMCOR Group Inc	-	0.61	-	-
GoDaddy Inc Class A	-	0.61	-	-
Graco Inc	-	0.58	-	-
Lennox International Inc	-	0.57	-	-
Saia Inc	-	0.57	-	-
Manhattan Associates Inc	-	0.56	-	-

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.75B	10.36	11.13	17.86
Shelton Core Value Direct	716.04M	7.13	6.64	8.64
Shelton S&P 500 Index Direct	271.95M	11.10	9.15	12.32
Shelton Capital Management SP Smald	49.69M	-0.95	2.01	8.17
Shelton California Tax-Free Income	39.28M	-1.59	-1.35	1.19

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton S&P Midca.	26.21	+0.10	+0.38%