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NQQQX
Mutual Fund ticker: NASDAQ
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CHANGE
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NQQQX price forecast, quote, news & analysis

Category: @Large Growth
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 Institutional MF is 1.84T. The market cap for tickers in the group ranges from 423.42B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is COST at 423.42B.

Volume

The average weekly volume growth across all stocks in the Shelton Nasdaq-100 Index Institutional MF was 38%. For the same stocks of the MF, the average monthly volume growth was 73% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 61
Price Growth Rating: 30
SMR Rating: 35
Profit Risk Rating: 15
Seasonality Score: -12 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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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