SPFIX Shelton S&P 500 Index Investor Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

The investment seeks to replicate the total return of the U.S. stock market as measured by the S&P 500 Composite Stock Price Index. The S&P 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks of the index.

The average market capitalization across the Shelton S&P 500 Index Investor MF is 2.57T. The market cap for tickers in the group ranges from 630.4B to 4.28T. NVDA holds the highest valuation in this group at 4.28T. The lowest valued company is LLY at 630.4B.

The average weekly volume growth across all stocks in the Shelton S&P 500 Index Investor MF was -12%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -11%