SPXKX

AS OF

Nov 13 closing price

Price

$84.39

Change

-$1.41 (-1.64%)

Net Assets

314.17M

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SPXKX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Shelton S&P 500 Index K (SPXKX) Ownership - Who owns Shelton S&P 500 Index K?

The investment seeks to replicate the total return of the U... Show more

Category: #Large Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SPXKX

Net Assets

314M

Fund Existence

about 22 years

Turnover

7.00

Total Expense Ratio

0.93

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.93

Assets in Top Ten Holdings

83.9M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.87M

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

0.25

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

503.00

Number of Net Holdings

504.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

38.76%

Gain YTD

14.911

Annual Yield % from dividends

0.36

Returns for 1 year

0.18

Returns for 3 years

38.09

Returns for 5 years

37.38

Returns for 10 years

119.96

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General Information

Category LargeBlend

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Fundamentals

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