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Shelton Capital Management S&p Smallcap Index Fund Investor Shares (0P00002YB8)

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21.990 +0.130    +0.59%
20/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 52.54M
Shelton Capital Management S&P Smallcap Index Fund 21.990 +0.130 +0.59%

0P00002YB8 Overview

 
Find basic information about the Shelton Capital Management S&p Smallcap Index Fund Investor Shares 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 0P00002YB8 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 0.86%
Prev. Close21.86
Risk Rating
TTM Yield0.72%
ROE10.57%
IssuerN/A
Turnover26%
ROA4.10%
Inception DateOct 02, 1996
Total Assets52.54M
Expenses0.88%
Min. Investment1,000
Market Cap3.01B
CategorySmall Blend
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Shelton Capital Management S&p Smallcap Index Fund Investor Shares Analysis


Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1174 1085 1320 1183 1646 2534
Fund Return 17.41% 8.51% 32.03% 5.76% 10.48% 9.75%
Place in category 475 375 351 364 305 104
% in Category 78 61 59 66 61 27

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 Nasdaq 1 38.72M 19.34 11.01 17.28

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 61.56B 23.28 7.50 10.06
  Fidelity Small Cap Index Instl Pre 29.53B 21.69 5.11 9.20
  Vanguard Small Cap Index I 24.71B 23.28 7.51 10.07
  DFA US Small Cap I 16.47B 20.81 8.80 9.91
  Vanguard Small Cap Index InstlPlus 13.1B 23.30 7.52 10.09

Top Holdings

Name ISIN Weight % Last Change %
  Mueller Industries US6247561029 0.64 79.46 -0.90%
  ATI Inc US01741R1023 0.63 55.10 +1.18%
  The Ensign US29358P1012 0.62 133.48 -0.82%
  Comerica US2003401070 0.61 61.52 +0.58%
  Carpenter Technology US1442851036 0.60 172.49 +1.48%

Technical Summary

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