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NDXKX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$38.96
Change
-$0.17 (-0.43%)
Net Assets
2.02B

NDXKX Shelton Nasdaq-100 Index K Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Tesla (NASDAQ:TSLA), Costco Wholesale Corp (NASDAQ:COST).

Industry description

The investment seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index®. Under normal market conditions, 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 stocks comprising the index. It is passively managed. The Nasdaq-100 Index® includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization.

Market Cap

The average market capitalization across the Shelton Nasdaq-100 Index K MF is 1.86T. The market cap for tickers in the group ranges from 435.99B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is COST at 435.99B.

Volume

The average weekly volume growth across all stocks in the Shelton Nasdaq-100 Index K MF was 29%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -24%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 80
P/E Growth Rating: 47
Price Growth Rating: 13
SMR Rating: 35
Profit Risk Rating: 11
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, NDXKX has been closely correlated with GFACX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if NDXKX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NDXKX
1D Price
Change %
NDXKX100%
-0.43%
GFACX - NDXKX
91%
Closely correlated
-0.49%
RGAFX - NDXKX
79%
Closely correlated
-0.49%
RGAEX - NDXKX
79%
Closely correlated
-0.49%
RGAGX - NDXKX
78%
Closely correlated
-0.48%
FAFGX - NDXKX
78%
Closely correlated
-0.49%
More