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MIDKX
Mutual Fund ticker: NASDAQ
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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

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
1.14
Min. Initial Investment
1000.00
Fund Existence
over 21 years
Turnover
19.00
Front Load
N/A
Net Assets
100610810.00
Manager Tenure
N/A

Fundamentals

MIDKX
Net Assets
101M
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
No
Fund Share Class Net Assets
383K
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
-5.817
Annual Yield % from dividends
0.41
Returns for 1 year
-10.04
Returns for 3 years
-11.70
Returns for 5 years
49.55
Returns for 10 years
-20.72
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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