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

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23.690 +0.230 +0.98%

06/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 399.18K

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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	17.085
Price to Book	2.286	2.412
Price to Sales	1.428	1.531
Price to Cash Flow	10.558	10.642
Dividend Yield	1.629	1.510
5 Years Earnings Growth	11.382	11.808

Sector Allocation

Name	Net %	Category Average
Industrials	21.430	18.712
Financial Services	15.820	16.879
Consumer Cyclical	14.890	12.836
Technology	11.270	15.686
Healthcare	9.790	10.168
Real Estate	8.310	7.217
Basic Materials	5.330	4.751
Energy	5.020	4.976
Consumer Defensive	4.320	4.502
Utilities	2.500	4.150
Communication Services	1.320	2.773

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	377.96	-0.19%
Illumina	US4523271090	0.73	82.66	+0.50%
EMCOR	US29084Q1004	0.71	488.82	+0.98%
Williams-Sonoma	US9699041011	0.70	157.80	-0.11%
Lennox	US5261071071	0.68	552.35	+0.32%
Avantor	US05352A1007	0.62	13.07	+0.93%
Manhattan Associates	US5627501092	0.61	192.78	+1.37%
Burlington Stores	US1220171060	0.59	246.02	+1.28%
Reliance Steel&Aluminum	US7595091023	0.58	309.79	+0.89%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.8B	-6.78	15.57	16.48
Shelton Core Value Direct	908.98M	-3.56	9.42	8.14
Shelton S&P 500 Index Direct	279.58M	-5.05	11.75	11.92
Shelton S&P Midcap Index Direct	102.34M	21.78	8.62	10.21
Shelton Capital Management SP Smald	47.27M	17.41	5.76	9.75

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