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Shelton S&P Midcap Index Direct (SPMIX) Fund Ranking and Research

Ranking, Research and Recommendation of Shelton S&P Midcap Index Direct (SPMIX) Fund

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Graph of Shelton S&P Midcap Index Direct Fund (SPMIX) ManagerFund Manager - Stephen C. Rogers

Fund Manager Information

Fund Manager Tenure: 14.3 years
Fund Family: Shelton Capital Management
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Rogers is a portfolio manager and chief executive officer for CCM Partners. He joined in 1993 and serves as chief executive officer.  Get more insights on Stephen C. Rogers

 

Graph of Shelton S&P Midcap Index Direct Fund (SPMIX) ProfileShelton S&P Midcap Index Direct Fund (SPMIX) Profile

Fund Profile and Description

Shelton S&P Midcap Index Direct Fund seeks to replicate the performance of medium-sized U.S. companies as measured by the S&P MidCap 400 index. Shelton S&P Midcap Index Direct Fund normally invests at least 80% of total assets in the underlying stocks of the index. It may invest in futures contracts and lend securities to minimize the performance variation between the fund and the index. The management expects to maintain a return correlation of at least 0.95 to the S&P MidCap 400 index.

 

Shelton S&P Midcap Index Direct (SPMIX) Fund Strength What we like about Shelton S&P Midcap Index Direct (SPMIX) Fund

Data for Shelton S&P Midcap Index Direct Fund (SPMIX) as of May 30, 2016

  • Shelton S&P Midcap Index Direct Fund (SPMIX) management has been with Shelton S&P Midcap Index Direct Fund for 14.3 years
  • Shelton S&P Midcap Index Direct Fund (SPMIX) has good short-term performance (1-year return -0.49% vs -4.08% Mid-Cap Blend category median performance)
  • Shelton S&P Midcap Index Direct Fund (SPMIX) has good mid-term performance (3-year return 9.37% vs 8.11% Mid-Cap Blend category median performance)
  • Shelton S&P Midcap Index Direct Fund (SPMIX) has good Long-term performance (5-year return 9.66% vs 8.53% Mid-Cap Blend category median performance)
  • Shelton S&P Midcap Index Direct Fund (SPMIX) ratio of up-years vs down years is greater than 2
  • Shelton S&P Midcap Index Direct Fund (SPMIX) has a Morningstar rating of 4 and above
  • Asset base in Shelton S&P Midcap Index Direct Fund (SPMIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Shelton S&P Midcap Index Direct Fund (SPMIX) has an annual stock turnover rate of 15.00% vs Mid-Cap Blend average of 60.70%. It is good that Shelton S&P Midcap Index Direct management does not trade extensively for its return.
  • Shelton S&P Midcap Index Direct Fund (SPMIX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.44, lower than category average of 12.56
  • Shelton S&P Midcap Index Direct Fund (SPMIX) has a lower expense ratio than its Mid-Cap Blend average: 0.58% vs 1.15%
  • Shelton S&P Midcap Index Direct Fund (SPMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Shelton S&P Midcap Index Direct Fund (SPMIX) Weakness What we are cautious about Shelton S&P Midcap Index Direct (SPMIX) Fund

Data for Shelton S&P Midcap Index Direct Fund (SPMIX) as of May 30, 2016

See Shelton S&P Midcap Index Direct Fund (SPMIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Shelton S&P Midcap Index Direct Fund (SPMIX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Shelton S&P Midcap Index Direct7.31-0.499.379.66
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Shelton S&P Midcap Index Direct Fund (SPMIX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Shelton S&P Midcap Index Direct Fund (SPMIX) Net Asset TrackingShelton S&P Midcap Index Direct (SPMIX) Fund Net Asset

Track net asset change of Shelton S&P Midcap Index Direct fund (SPMIX)

DateNet Asset
05/2016$139.65M
03/2016$136.80M
02/2016$128.23M
More historic net asset information on Shelton S&P Midcap Index Direct Fund (SPMIX)

  

Graph of Shelton S&P Midcap Index Direct Fund (SPMIX) Portfolio TrackingShelton S&P Midcap Index Direct (SPMIX) Fund Portfolio Allocation

Track portfolio allocation change of Shelton S&P Midcap Index Direct fund (SPMIX)

DateCashStockBondOther
04/20160.84%99.16%0%0%
03/20160.15%99.56%0%0.29%
01/20160.88%98.34%0%0.78%
Click here to see more historic asset allocation information on Shelton S&P Midcap Index Direct Fund (SPMIX)

 

graph of Shelton S&P Midcap Index Direct Fund (SPMIX) Top 10 Position TrackingTop 10 Holdings in Shelton S&P Midcap Index Direct (SPMIX) Fund

Discover what Shelton S&P Midcap Index Direct Fund (SPMIX) manager is buying

Apr 29, 2016
Acuity Brands Inc (Holding Comp [0.74%]
Centene Corporation Common Stoc [0.72%]
Federal Realty Investment Trust [0.72%]
Mettler-Toledo International, I [0.71%]
LKQ Corporation [0.68%]
Global Payments Inc. Common Sto [0.68%]
Alaska Air Group, Inc. Common S [0.65%]
Fortune Brands Home & Security, [0.63%]
Foot Locker, Inc. [0.63%]
UDR, Inc. Common Stock [0.62%]

Mar 30, 2016
Alaska Air Group, Inc. Common S [0.76%]
Federal Realty Investment Trust [0.74%]
Jarden Corporation Common Stock [0.74%]
Centene Corporation Common Stoc [0.72%]
UDR, Inc. Common Stock [0.69%]
Mettler-Toledo International, I [0.69%]
LKQ Corporation [0.68%]
Foot Locker, Inc. [0.66%]
Acuity Brands Inc (Holding Comp [0.66%]
Everest Re Group, Ltd. Common S [0.65%]

Jan 30, 2016
Federal Realty Investment Trust [0.77%]
Foot Locker, Inc. [0.75%]
Jarden Corporation Common Stock [0.71%]
Alaska Air Group, Inc. Common S [0.7%]
UDR, Inc. Common Stock [0.68%]
Mettler-Toledo International, I [0.67%]
Acuity Brands Inc (Holding Comp [0.66%]
Hologic, Inc. [0.64%]
Everest Re Group, Ltd. Common S [0.63%]
ANSYS, Inc. [0.63%]
Click here for Stock Holding Change Map in Shelton S&P Midcap Index Direct Fund (SPMIX)

  

Latest News on Shelton S&P Midcap Index Direct (SPMIX) Fund

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Shelton S&P Midcap Index Direct Fund (SPMIX) Related ResourcesSee more information on Shelton S&P Midcap Index Direct (SPMIX) Fund

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