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SPXKX
Mutual Fund ticker: NASDAQ
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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
almost 21 years
Turnover
1.00
Front Load
N/A
Net Assets
283651140.00
Manager Tenure
N/A

Fundamentals

SPXKX
Net Assets
284M
Fund Existence
almost 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
2.06M
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
19.944
Annual Yield % from dividends
0.58
Returns for 1 year
23.26
Returns for 3 years
15.00
Returns for 5 years
46.84
Returns for 10 years
117.36
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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