MIDKX

AS OF

Dec 12 closing price

Price

$24.78

Change

-$0.32 (-1.27%)

Net Assets

108.18M

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MIDKX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Shelton S&P Midcap Index K (MIDKX) Ownership - Who owns Shelton S&P Midcap Index K?

The investment seeks to replicate the performance of medium-sized U... Show more

Category: #Mid-Cap Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

MIDKX

Net Assets

108M

Fund Existence

about 22 years

Turnover

12.00

Total Expense Ratio

1.14

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.14

Assets in Top Ten Holdings

7.52M

Average Credit Quality

N/A

Average Effective Duration

0.08

Average Effective Maturity

0.08

Fund of Funds

Fund Share Class Net Assets

436K

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

0.40

Modified Duration

0.08

No Load Fund

Yes

Number of Long Holdings

396.00

Number of Net Holdings

398.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

7.20%

Gain YTD

3.952

Annual Yield % from dividends

0.42

Returns for 1 year

-2.01

Returns for 3 years

13.29

Returns for 5 years

7.97

Returns for 10 years

13.14

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These past five trading days, the mutual fund lost 0.00%.

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General Information

Category MidCapBlend

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Fundamentals

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