NASDX

AS OF

Nov 12 closing price

Price

$47.36

Change

-$0.03 (-0.06%)

Net Assets

2.14B

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NASDX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Shelton Nasdaq-100 Index Investor (NASDX) Ownership - Who owns Shelton Nasdaq-100 Index Investor?

The investment seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index®... Show more

Category: #Large Growth

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

NASDX

Net Assets

2.14B

Fund Existence

almost 26 years

Turnover

11.00

Total Expense Ratio

0.51

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.64

Assets in Top Ten Holdings

764M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

2.01B

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

0.25

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

104.00

Number of Net Holdings

106.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

52.64%

Gain YTD

21.801

Annual Yield % from dividends

0.22

Returns for 1 year

12.20

Returns for 3 years

82.59

Returns for 5 years

76.43

Returns for 10 years

328.24

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General Information

Category LargeGrowth

Profile

Fundamentals

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