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MIDKX

Mutual Fund ticker: NASDAQ

PRICE

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

105M

Fund Existence

about 22 years

Turnover

19.00

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

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

413K

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

0.40

Modified Duration

N/A

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

3.538

Annual Yield % from dividends

0.39

Returns for 1 year

-7.71

Returns for 3 years

11.75

Returns for 5 years

11.27

Returns for 10 years

-7.92

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General Information

Category MidCapBlend

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Fundamentals

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