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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?

Category: @Mid-Cap Blend

Profile

Category
Mid-Cap Blend
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
N/A
Min. Initial Investment
1000.00
Fund Existence
about 21 years
Turnover
13.00
Front Load
N/A
Net Assets
114479610.00
Manager Tenure
N/A

Fundamentals

MIDKX
Net Assets
114M
Fund Existence
about 21 years
Turnover
13.00
Total Expense Ratio
N/A
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
N/A
Assets in Top Ten Holdings
7.52M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
533K
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
384.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
15.558
Annual Yield % from dividends
0.47
Returns for 1 year
20.87
Returns for 3 years
-10.10
Returns for 5 years
12.68
Returns for 10 years
-6.42
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published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com