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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 990 | 1113 | 1055 | 1046 | 1394 | 2086 |
Fund Return | -0.99% | 11.31% | 5.53% | 1.51% | 6.87% | 7.63% |
Place in category | 576 | 464 | 503 | 387 | 407 | 172 |
% in Category | 92 | 75 | 83 | 71 | 77 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.75B | 10.36 | 11.13 | 17.86 | ||
Shelton Core Value Direct | 716.04M | 7.13 | 6.64 | 8.64 | ||
Shelton S&P 500 Index Direct | 271.95M | 11.10 | 9.15 | 12.32 | ||
Shelton S&P Midcap Index Direct | 107.67M | 7.71 | 4.16 | 9.43 | ||
Shelton Capital Management SP Smald | 49.69M | -0.95 | 2.01 | 8.17 |
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 | 15.22B | 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 | 53.52 | +3.28% | |
ELF Beauty | US26856L1035 | 0.68 | 205.91 | -1.59% | |
SPS Commerce | US78463M1071 | 0.62 | 186.13 | +2.33% | |
Fabrinet | KYG3323L1005 | 0.60 | 246.90 | +0.37% | |
Applied Industrial Technologies | US03820C1053 | 0.58 | 188.57 | +0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Neutral |
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