SMLKX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Shelton S&P Smallcap Index K (SMLKX) Ownership - Who owns Shelton S&P Smallcap Index K?

The investment seeks to replicate the performance of small-sized U... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SMLKX

Net Assets

48.6M

Fund Existence

over 21 years

Turnover

26.00

Total Expense Ratio

1.41

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

1.41

Assets in Top Ten Holdings

3.59M

Average Credit Quality

N/A

Average Effective Duration

0.08

Average Effective Maturity

0.08

Fund of Funds

Fund Share Class Net Assets

690K

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

0.50

Modified Duration

0.08

No Load Fund

Yes

Number of Long Holdings

568.00

Number of Net Holdings

570.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

5.64%

Gain YTD

-7.588

Annual Yield % from dividends

0.53

Returns for 1 year

-8.84

Returns for 3 years

-18.19

Returns for 5 years

55.10

Returns for 10 years

-7.52

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General Information

Category SmallBlend

Profile

Fundamentals

Details