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NDXKX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Shelton Nasdaq-100 Index K (NDXKX) Ownership - Who owns Shelton Nasdaq-100 Index K?

The investment seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index®... Show more

Category: #Large Growth

Profile

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

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
0.77
Min. Initial Investment
1000.00
Fund Existence
over 21 years
Turnover
11.00
Front Load
N/A
Net Assets
1693722800.00
Manager Tenure
N/A

Fundamentals

NDXKX
Net Assets
1.69B
Fund Existence
over 21 years
Turnover
11.00
Total Expense Ratio
0.77
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.89
Assets in Top Ten Holdings
764M
Average Credit Quality
N/A
Average Effective Duration
0.08
Average Effective Maturity
0.08
Fund of Funds
No
Fund Share Class Net Assets
35M
Fund Type
OpenEnd
Index Fund
Yes
Management Fee
0.25
Modified Duration
0.08
No Load Fund
Yes
Number of Long Holdings
104.00
Number of Net Holdings
106.00
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
51.98%
Gain YTD
-7.489
Annual Yield % from dividends
0.10
Returns for 1 year
-1.31
Returns for 3 years
8.58
Returns for 5 years
106.53
Returns for 10 years
222.52
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General Information

Category LargeGrowth

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