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SMCIX
Mutual Fund ticker: NASDAQ
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Shelton S&P Smallcap Index Investor (SMCIX) Ownership - Who owns Shelton S&P Smallcap Index Investor?

Category: @Small Blend

Profile

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

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
N/A
Min. Initial Investment
1000.00
Fund Existence
about 28 years
Turnover
12.00
Front Load
N/A
Net Assets
57174324.00
Manager Tenure
N/A

Fundamentals

SMCIX
Net Assets
57.2M
Fund Existence
about 28 years
Turnover
12.00
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
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
3.59M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
56.4M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
577.00
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
14.481
Annual Yield % from dividends
0.90
Returns for 1 year
24.57
Returns for 3 years
-12.55
Returns for 5 years
19.65
Returns for 10 years
22.76
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General Information

Category SmallBlend

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