Industry description
The investment seeks to replicate the performance of medium-sized U.S. companies as measured by the S&P MidCap 400 Index.
The S&P MidCap 400 Index includes the common stocks of 400 medium-sized U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P MidCap 400 Index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks of the index.
Market Cap
The average market capitalization across the Shelton S&P Midcap Index K MF is 17.04B. The market cap for tickers in the group ranges from 9.43B to 24.23B. VST holds the highest valuation in this group at 24.23B. The lowest valued company is SAIA at 9.43B.
Volume
The average weekly volume growth across all stocks in the Shelton S&P Midcap Index K MF was 35%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was 72%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 58
Price Growth Rating: 64
SMR Rating: 27
Profit Risk Rating: 24
Seasonality Score: 15 (-100 ... +100)