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Shelton Capital Management S&p Midcap Index Fund Class K (0P00003AGQ)

US Funds

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24.240 0.000 0.00%

08/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 403.91K

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0P00003AGQ Holdings

Comprehensive information about top holdings and Key Holding Information for the Shelton Capital Management S&P Midcap Index Fund C (0P00003AGQ) fund. Our Shelton Capital Management S&P Midcap Index Fund C portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.780	0.990	0.210
Shares	99.220	99.220	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.857	17.649
Price to Book	2.286	2.457
Price to Sales	1.428	1.555
Price to Cash Flow	10.558	10.676
Dividend Yield	1.629	1.479
5 Years Earnings Growth	11.382	11.303

Sector Allocation

Name	Net %	Category Average
Industrials	21.430	19.128
Financial Services	15.820	16.690
Consumer Cyclical	14.890	12.852
Technology	11.270	16.011
Healthcare	9.790	9.913
Real Estate	8.310	7.012
Basic Materials	5.330	4.598
Energy	5.020	4.799
Consumer Defensive	4.320	4.617
Utilities	2.500	4.118
Communication Services	1.320	2.917

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 389

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
United States Treasury Bills 0%	-	0.98	-	-
Carlisle	US1423391002	0.75	366.36	-0.06%
Illumina	US4523271090	0.73	94.78	+0.23%
EMCOR	US29084Q1004	0.71	614.69	-0.57%
Williams-Sonoma	US9699041011	0.70	200.00	+0.29%
Lennox	US5261071071	0.68	582.36	+0.03%
Avantor	US05352A1007	0.62	12.11	+5.26%
Manhattan Associates	US5627501092	0.61	205.25	-0.26%
Burlington Stores	US1220171060	0.59	270.44	-0.30%
Reliance Steel&Aluminum	US7595091023	0.58	283.13	-0.67%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.91B	10.66	22.02	18.00
Shelton Core Value Direct	966.64M	4.49	12.48	9.04
Shelton S&P 500 Index Direct	295.63M	8.28	16.63	13.25
Shelton S&P Midcap Index Direct	104M	21.78	8.62	10.21
Shelton Capital Management SP Smald	48.48M	17.41	5.76	9.75

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Recent Quotes

Name	Price	Chg.	Chg. %
Shelton Capital M.	24.240	0.000	0.00%
EUR/SYP	15,107.259	-23.441	-0.15%
UBS Lux Bond SICA.	155.360	+0.100	+0.06%
GBP/HNL	35.254	+0.207	+0.59%
MainStay New York.	9.18	-0.01	-0.11%
Templeton Global .	5.040	-0.010	-0.20%
Nordea Sustainabl.	149.791	-0.397	-0.26%
GF Money Market F.	100.000	0.000	0.00%