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

94.5M

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

0.08

Average Effective Maturity

0.08

Fund of Funds

Fund Share Class Net Assets

363K

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

0.40

Modified Duration

0.08

No Load Fund

Yes

Number of Long Holdings

389.00

Number of Net Holdings

391.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

6.68%

Gain YTD

-11.851

Annual Yield % from dividends

0.41

Returns for 1 year

-13.24

Returns for 3 years

-13.29

Returns for 5 years

22.31

Returns for 10 years

-26.19

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General Information

Category MidCapBlend

Profile

Fundamentals

Details