OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

MIDKX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Shelton S&P Midcap Index K (MIDKX) Ownership - Who owns Shelton S&P Midcap Index K?

The investment seeks to replicate the performance of medium-sized U... Show more

Category: #Mid-Cap Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

MIDKX

Net Assets

102M

Fund Existence

over 21 years

Turnover

19.00

Total Expense Ratio

1.14

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.14

Assets in Top Ten Holdings

7.52M

Average Credit Quality

N/A

Average Effective Duration

0.10

Average Effective Maturity

0.10

Fund of Funds

Fund Share Class Net Assets

395K

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

0.40

Modified Duration

0.11

No Load Fund

Yes

Number of Long Holdings

399.00

Number of Net Holdings

401.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

6.90%

Gain YTD

-2.925

Annual Yield % from dividends

0.40

Returns for 1 year

-6.31

Returns for 3 years

-2.84

Returns for 5 years

9.19

Returns for 10 years

-17.94

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Fundamentals

Details