Breaking News
Get 55% Off 0
Final hours! Save up to 55% OFF InvestingPro
CLAIM SALE
Close

Shelton Capital Management Nasdaq-100 Index Fund Class K (0P00003AGO)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
37.690 +0.310    +0.83%
20/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 38.72M
Shelton Capital Management Nasdaq-100 Index Fund C 37.690 +0.310 +0.83%

0P00003AGO Overview

 
Find basic information about the Shelton Capital Management Nasdaq-100 Index Fund Class K mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00003AGO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change16.62%
Prev. Close37.38
Risk Rating
TTM Yield0.14%
ROE35.18%
IssuerN/A
Turnover16%
ROA18.45%
Inception DateOct 16, 2003
Total Assets38.72M
Expenses0.87%
Min. Investment1,000
Market Cap480.83B
CategoryLarge Growth
What is your sentiment on Shelton Capital Management Nasdaq-100 Index Fund C?
or
Vote to see community's results!

Shelton Capital Management Nasdaq-100 Index Fund Class K Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1193 1019 1365 1368 2604 4924
Fund Return 19.34% 1.94% 36.54% 11.01% 21.1% 17.28%
Place in category 815 905 797 149 31 27
% in Category 70 79 67 18 6 5

Top Equity Funds by Shelton Capital Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Shelton Nasdaq-100 Index Direct 1.86B 24.79 9.54 17.49
  Shelton Core Value Direct 827.69M 20.98 10.22 9.14
  Shelton S&P 500 Index Direct 287.27M 20.50 8.69 12.62
  Shelton S&P Midcap Index Direct 109.52M 21.78 8.62 10.21
  Shelton Capital Management SP Smald 52.54M 17.41 5.76 9.75

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 152.69B 30.62 7.78 13.76
  Fidelity Contrafund 128.94B 37.26 11.61 15.33
  Fidelity Contrafund K 128.94B 37.40 11.71 15.44
  Vanguard Growth Index Adm 89.13B 32.05 9.66 15.58
  JPMorgan Large Cap Growth R6 67.8B 34.70 11.07 17.87

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 8.97 255.27 +0.31%
  Microsoft US5949181045 8.10 435.25 -0.31%
  NVIDIA US67066G1040 7.54 139.67 +3.69%
  Broadcom US11135F1012 5.23 232.35 +5.52%
  Meta Platforms US30303M1027 5.04 599.85 +2.49%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Strong Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00003AGO Comments

Write your thoughts about Shelton Capital Management Nasdaq-100 Index Fund Class K
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email