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NQQQX
Mutual Fund ticker: NASDAQ
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Shelton Nasdaq-100 Index Institutional (NQQQX) Ownership - Who owns Shelton Nasdaq-100 Index Institutional?

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
0.27
Min. Initial Investment
10000000.00
Fund Existence
over 3 years
Turnover
11.00
Front Load
N/A
Net Assets
2071979100.00
Manager Tenure
N/A

Fundamentals

NQQQX
Net Assets
2.07B
Fund Existence
over 3 years
Turnover
11.00
Total Expense Ratio
0.27
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
10000000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.38
Assets in Top Ten Holdings
764M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
80M
Fund Type
OpenEnd
Index Fund
Yes
Management Fee
0.25
Modified Duration
N/A
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
52.64%
Gain YTD
17.895
Annual Yield % from dividends
0.42
Returns for 1 year
13.50
Returns for 3 years
89.76
Returns for 5 years
N/A
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

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