MENU
SPXKX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Shelton S&P 500 Index K (SPXKX) Ownership - Who owns Shelton S&P 500 Index K?

Category: @Large Blend

Profile

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

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
N/A
Min. Initial Investment
1000.00
Fund Existence
about 21 years
Turnover
1.00
Front Load
N/A
Net Assets
289362240.00
Manager Tenure
N/A

Fundamentals

SPXKX
Net Assets
289M
Fund Existence
about 21 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
No
Fund Share Class Net Assets
2.09M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
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
10.703
Annual Yield % from dividends
0.58
Returns for 1 year
11.23
Returns for 3 years
3.89
Returns for 5 years
35.10
Returns for 10 years
91.03
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category LargeBlend

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