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Shelton Capital Management S&p Smallcap Index Fund Class K (0P00003AGR)

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21.270 +0.110 +0.52%

18/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 760.26K

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

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0P00003AGR Overview

Find basic information about the Shelton Capital Management S&p Smallcap Index Fund Class K 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 0P00003AGR MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change2.11%

Prev. Close21.16

Risk Rating

TTM Yield0.27%

ROE10.57%

IssuerShelton Capital Management

Turnover26%

ROA4.10%

Inception DateOct 17, 2003

Total Assets760.26K

Expenses1.41%

Min. Investment1,000

Market Cap3.01B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1169	1084	1315	1166	1605	2411
Fund Return	16.93%	8.42%	31.46%	5.25%	9.93%	9.2%
Place in category	503	398	378	405	361	179
% in Category	83	63	64	71	70	47

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.91B	2.21	13.37	18.30
Shelton Core Value Direct	898.03M	2.80	9.67	9.39
Shelton S&P 500 Index Direct	295.57M	27.54	11.04	12.96
Shelton S&P Midcap Index Direct	111.17M	21.78	8.62	10.21
Shelton Capital Management SP Smald	53.07M	17.41	5.76	9.75

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	58.64B	3.89	7.86	9.75
Fidelity Small Cap Index Instl Pre	27.16B	2.64	5.79	8.60
Vanguard Small Cap Index I	23.05B	3.89	7.87	9.76
DFA US Small Cap I	16.75B	3.35	8.12	9.60
Vanguard Small Cap Index InstlPlus	12.88B	3.89	7.88	9.77

Top Holdings

Name	ISIN	Weight %	Last	Change %
Mueller Industries	US6247561029	0.64	81.61	-0.81%
ATI Inc	US01741R1023	0.63	61.42	-1.19%
The Ensign	US29358P1012	0.62	127.12	-0.74%
Comerica	US2003401070	0.61	67.76	-0.15%
Carpenter Technology	US1442851036	0.60	210.47	+2.25%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Capital M.	21.270	+0.110	+0.52%