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

US Funds

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28.440 +0.470 +1.68%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 555.68K

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

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0P00003AGQ Overview

On this page you'll find an in-depth profile of Shelton Capital Management S&p Midcap Index Fund Class K. Learn about the key management, total assets, investment strategy and contact information of 0P00003AGQ among other information.

Investment Strategy

The investment seeks to replicate the performance of medium-sized U.S. companies as measured by the S&P MidCap 400 Index. The S&P MidCap 400 Index includes the common stocks of 400 medium-sized U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P MidCap 400 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.

Contact Information

Address Ste. 2550, Denver, CO 80202
Denver,CO 80202
United States

Phone 1-800-955-9988

Fax 415-421-2019

Web www.sheltoncap.com

Top Executives

Name	Title	Since	Until
Anthony Jacoby	Portfolio Manager	2022	Now
Biography	Tony Jacoby, CFA, joined Shelton Capital Management in November 2017. He has a B.A. in Economics from the University of Colorado Boulder and is currently pursuing an M.S. in Applied Mathematics with an Applied Probability concentration at the University of Colorado.
Stephen C. Rogers	CEO, Portfolio Manager	2003	Now
Biography	Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.
Roderick G. Baldwin	Portfolio Manager	1992	2002
Biography	Baldwin is a portfolio manager with CCM Partners, his employer since early 1999. Prior to joining the firm, he was director of index investment management of BofA Capital Management, where he was employed from 1976 to 1999.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Capital M.	28.440	+0.470	+1.68%