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

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75.25 +0.54 +0.72%

00:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 287.27M

Type: Fund

Market: United States

Issuer: Shelton Capital Management

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 Change10.58%

Prev. Close74.71

Risk Rating

TTM Yield0.85%

ROE33.79%

IssuerShelton Capital Management

Turnover7%

ROA15.71%

Inception Date33714

Total Assets287.27M

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	1205	1035	1374	1284	1993	3281
Fund Return	20.5%	3.52%	37.36%	8.69%	14.79%	12.62%
Place in category	504	539	576	440	397	185
% in Category	32	38	40	31	35	24

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.86B	24.79	9.54	17.49
Shelton Core Value Direct	827.69M	20.98	10.22	9.14
Shelton S&P Midcap Index Direct	109.52M	21.78	8.62	10.21
Shelton Capital Management SP Smald	52.54M	17.41	5.76	9.75
Shelton Capital Management Nasdaq 1	38.72M	19.34	11.01	17.28

Top Funds for Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	740.1B	27.63	10.36	-
Fidelity 500 Index Institutional Pr	631.62B	28.05	11.42	13.34
Vanguard 500 Index Admiral	577.55B	28.02	11.39	13.31
Vanguard Total Stock Market Admiral	421.1B	27.60	10.34	12.84
Vanguard 500 Index Institutional Se	204.82B	28.06	11.42	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	7.14	255.27	+0.31%
Microsoft	US5949181045	6.45	435.25	-0.31%
NVIDIA	US67066G1040	6.02	139.67	+3.69%
Amazon.com	US0231351067	3.51	225.06	+0.06%
Meta Platforms	US30303M1027	2.52	599.85	+2.49%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton S&P 500 I.	75.25	+0.54	+0.72%