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

Category: @Large Blend
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), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks to replicate the total return of the U.S. stock market as measured by the S&P 500 Composite Stock Price Index. The S&P 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the 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 500 Index K MF is 2.01T. The market cap for tickers in the group ranges from 632.33B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Shelton S&P 500 Index K MF was 8%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -26%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 68
Price Growth Rating: 36
SMR Rating: 32
Profit Risk Rating: 13
Seasonality Score: 1 (-100 ... +100)
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A.I.Advisor
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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