SPFIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Shelton S&P 500 Index Investor (SPFIX) Ownership - Who owns Shelton S&P 500 Index Investor?

The investment seeks to replicate the total return of the U... Show more

Category: #Large Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SPFIX

Net Assets

272M

Fund Existence

almost 33 years

Turnover

7.00

Total Expense Ratio

0.43

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.43

Assets in Top Ten Holdings

83.9M

Average Credit Quality

N/A

Average Effective Duration

0.08

Average Effective Maturity

0.08

Fund of Funds

Fund Share Class Net Assets

270M

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

0.25

Modified Duration

0.08

No Load Fund

Yes

Number of Long Holdings

506.00

Number of Net Holdings

508.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

37.17%

Gain YTD

-3.358

Annual Yield % from dividends

0.93

Returns for 1 year

-2.64

Returns for 3 years

2.35

Returns for 5 years

71.43

Returns for 10 years

90.68

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Category LargeBlend

Profile

Fundamentals

Details