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SPMIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Shelton S&P Midcap Index Investor (SPMIX) Ownership - Who owns Shelton S&P Midcap Index Investor?

Category: @Mid-Cap Blend

Profile

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

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
N/A
Min. Initial Investment
1000.00
Fund Existence
over 32 years
Turnover
13.00
Front Load
N/A
Net Assets
110700340.00
Manager Tenure
N/A

Fundamentals

SPMIX
Net Assets
111M
Fund Existence
over 32 years
Turnover
13.00
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
Mid-Cap Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
7.52M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
110M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
384.00
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
11.178
Annual Yield % from dividends
0.90
Returns for 1 year
14.74
Returns for 3 years
-4.12
Returns for 5 years
17.48
Returns for 10 years
-2.40
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General Information

Category MidCapBlend

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