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?

Category: @Large Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SPFIX

Net Assets

296M

Fund Existence

over 32 years

Turnover

1.00

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

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

N/A

Assets in Top Ten Holdings

83.9M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

294M

Fund Type

OpenEnd

Index Fund

Management Fee

N/A

Modified Duration

N/A

No Load Fund

Number of Long Holdings

507.00

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

13.542

Annual Yield % from dividends

0.99

Returns for 1 year

14.27

Returns for 3 years

8.34

Returns for 5 years

42.17

Returns for 10 years

104.03

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Category LargeBlend

Profile

Fundamentals

Details