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Shelton Nasdaq-100 Index K Fund (NDXKX)

Fund performance review and position details on Shelton Nasdaq-100 Index K Fund (NDXKX)

    Last Trade: $ on , Change: (0%)

Shelton Nasdaq-100 Index K Fund (NDXKX) HighlightShelton Nasdaq-100 Index K Fund (NDXKX) Fund Summary

Shelton Nasdaq-100 Index K Fund (NDXKX) statistics as of May 30, 2016

Category: Large Growth
Fund Family: Shelton Capital Management
Net Asset: $299.74M
Yield: 0.29%
Year-to-Date Return: -1.08%
Morningstar rating: 5

 

Shelton Nasdaq-100 Index K Fund (NDXKX) CostShelton Nasdaq-100 Index K Fund (NDXKX) Cost

Shelton Nasdaq-100 Index K Fund (NDXKX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Large Growth average): 0.99% (1.17%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 9.00%

 

Shelton Nasdaq-100 Index K Fund (NDXKX) PerformanceShelton Nasdaq-100 Index K Fund (NDXKX) Performance

Most current Shelton Nasdaq-100 Index K Fund (NDXKX) Performance

1-month Performance (Large Growth category median performance): 4.14% (2.15%)
3-month Performance (Large Growth category median performance): 7.86% (8.20%)
1 Year Performance (Large Growth category median performance): 0.75% (-1.74%)
3 Year Performance (Large Growth category median performance): 15.48% (10.74%)
5 Year Performance (Large Growth category median performance): 14.52% (10.14%)
Number of Years of positive return: 11 years
Number of Years of negative return: 1 years
3 year Alpha (Large Growth category average): 2.59 (-0.82)
3 year Beta (Large Growth category average): 1.15 (1.04)
3 year Sharpe Ratio: 1.1
3 year Treynor: 13.37

Shelton Nasdaq-100 Index K Fund (NDXKX) topholdingTop Stock Holdings in Shelton Nasdaq-100 Index K Fund (NDXKX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Apple Inc.9.17%0.00%
Microsoft Corporation7.12%0.00%
Amazon.com, Inc.5.48%0.00%
Facebook, Inc.5.46%0.00%
Alphabet Inc.4.22%0.00%
Alphabet Inc.3.67%0.00%
Comcast Corporation3.29%0.00%
Intel Corporation3.06%0.00%
Cisco Systems, Inc.2.96%0.00%
Gilead Sciences, Inc.2.6%0.00%
*Note: The price change will reset to 0 after the midnight

 

Shelton Nasdaq-100 Index K Fund (NDXKX) Portfolio AllocationShelton Nasdaq-100 Index K Fund (NDXKX) Fund Portfolio Allocation

Shelton Nasdaq-100 Index K Fund (NDXKX) Fund Portfolio Allocation data as of 04/2016

Stock98.92%
Bond0%
Cash1.08%
Other0%

 

Shelton Nasdaq-100 Index K Fund (NDXKX) CompareCompare with other Large Growth category mutual funds

Below are some additional Large Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Shelton Nasdaq-100 Index K0.7515.4814.52
American Funds AMCAP R6 (RAFGX)-1.1311.8211.94 Compare
AB Core Opportunities Advisor (ADGYX)3.3612.0412.15 Compare
Eaton Vance Growth R (ELCRX)0.1013.0010.73 Compare

See top fund managers for Large Growth Category Funds

 

Shelton Nasdaq-100 Index K Fund (NDXKX) PerformanceOther Financial Data Web Sites on Shelton Nasdaq-100 Index K Fund (NDXKX)

Addition research sites for Shelton Nasdaq-100 Index K Fund (NDXKX)

 

Shelton Nasdaq-100 Index K Fund (NDXKX) Related ResourcesSee more information on Shelton Nasdaq-100 Index K (NDXKX) Fund

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