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Shelton Capital Management S&p 500 Index Fund Investor Shares (SPFIX)

US Funds

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67.93 +0.53 +0.79%

14/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 253.75M

Type: Fund

Market: United States

Asset Class: Equity

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SPFIX Overview

Find basic information about the Shelton Capital Management S&p 500 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 SPFIX 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 - 7.25%

Prev. Close67.4

Risk Rating

TTM Yield0.85%

ROE33.79%

IssuerN/A

Turnover7%

ROA15.71%

Inception Date33714

Total Assets253.75M

Expenses0.43%

Min. Investment1,000

Market Cap326.59B

CategoryLarge Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1275	1070	1333	1369	2035	3381
Fund Return	27.54%	7.03%	33.28%	11.04%	15.27%	12.96%
Place in category	551	652	605	475	396	178
% in Category	41	51	46	36	37	24

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.54B	-8.19	9.61	16.49
Shelton Core Value Direct	814.07M	-3.32	7.25	8.36
Shelton S&P Midcap Index Direct	92.19M	21.78	8.62	10.21
Shelton Capital Management SP Smald	42.81M	17.41	5.76	9.75
Shelton Capital Management Nasdaq 1	33.4M	24.98	8.85	17.25

Top Funds for Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	730.53B	-4.82	8.12	-
Fidelity 500 Index Institutional Pr	597.55B	-4.28	9.05	12.49
Vanguard 500 Index Admiral	568.34B	-4.28	9.02	12.46
Vanguard Total Stock Market Admiral	407.95B	-4.83	8.10	11.74
Vanguard 500 Index Institutional Se	207.17B	-4.28	9.05	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	7.14	202.52	+2.21%
Microsoft	US5949181045	6.45	387.81	-0.16%
NVIDIA	US67066G1040	6.02	110.71	-0.20%
Amazon.com	US0231351067	3.51	182.12	-1.49%
Meta Platforms	US30303M1027	2.52	531.48	-2.22%

Technical Summary

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

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