NDXKX

AS OF

Feb 3 closing price

Price

$43.37

Change

-$1.08 (-2.43%)

Net Assets

2.11B

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NDXKX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Shelton Nasdaq-100 Index K (NDXKX) Ownership - Who owns Shelton Nasdaq-100 Index K?

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

NDXKX

Net Assets

2.11B

Fund Existence

over 22 years

Turnover

15.00

Total Expense Ratio

0.77

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

0.89

Assets in Top Ten Holdings

764M

Average Credit Quality

N/A

Average Effective Duration

0.08

Average Effective Maturity

0.08

Fund of Funds

Fund Share Class Net Assets

42.5M

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

0.25

Modified Duration

0.08

No Load Fund

Yes

Number of Long Holdings

104.00

Number of Net Holdings

104.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

49.00%

Gain YTD

0.277

Annual Yield % from dividends

0.02

Returns for 1 year

15.13

Returns for 3 years

66.70

Returns for 5 years

45.92

Returns for 10 years

336.61

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General Information

Category LargeGrowth

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Fundamentals

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