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SPMIX

Mutual Fund ticker: NASDAQ

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Shelton S&P Midcap Index Investor (SPMIX) Ownership - Who owns Shelton S&P Midcap Index Investor?

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

SPMIX

Net Assets

107M

Fund Existence

over 33 years

Turnover

19.00

Total Expense Ratio

0.64

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

0.64

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

105M

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

3.646

Annual Yield % from dividends

0.83

Returns for 1 year

-6.99

Returns for 3 years

15.92

Returns for 5 years

15.62

Returns for 10 years

-0.57

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General Information

Category MidCapBlend

Profile

Fundamentals

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