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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 991 | 1114 | 1060 | 1061 | 1430 | 2192 |
Fund Return | -0.95% | 11.39% | 6.04% | 2.01% | 7.41% | 8.17% |
Place in category | 575 | 461 | 484 | 343 | 358 | 91 |
% in Category | 91 | 74 | 81 | 65 | 69 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.74B | 10.36 | 11.13 | 17.86 | ||
Shelton Core Value Direct | 708.25M | 7.13 | 6.64 | 8.64 | ||
Shelton S&P 500 Index Direct | 270.22M | 11.10 | 9.15 | 12.32 | ||
Shelton S&P Midcap Index Direct | 106.43M | 7.71 | 4.16 | 9.43 | ||
Shelton California Tax-Free Income | 39.29M | -1.59 | -1.35 | 1.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.08B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cytokinetics Inc | US23282W6057 | 0.72 | 53.93 | +2.31% | |
ELF Beauty | US26856L1035 | 0.68 | 192.63 | -3.90% | |
SPS Commerce | US78463M1071 | 0.62 | 184.13 | +0.20% | |
Fabrinet | KYG3323L1005 | 0.60 | 240.92 | -1.75% | |
Applied Industrial Technologies | US03820C1053 | 0.58 | 184.09 | -3.35% |
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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