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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1193 | 1019 | 1365 | 1368 | 2604 | 4924 |
Fund Return | 19.34% | 1.94% | 36.54% | 11.01% | 21.1% | 17.28% |
Place in category | 815 | 905 | 797 | 149 | 31 | 27 |
% in Category | 70 | 79 | 67 | 18 | 6 | 5 |
Name | Rating | 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 500 Index Direct | 287.27M | 20.50 | 8.69 | 12.62 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.69B | 30.62 | 7.78 | 13.76 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 128.94B | 37.40 | 11.71 | 15.44 | ||
Vanguard Growth Index Adm | 89.13B | 32.05 | 9.66 | 15.58 | ||
JPMorgan Large Cap Growth R6 | 67.8B | 34.70 | 11.07 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.97 | 255.27 | +0.31% | |
Microsoft | US5949181045 | 8.10 | 435.25 | -0.31% | |
NVIDIA | US67066G1040 | 7.54 | 139.67 | +3.69% | |
Broadcom | US11135F1012 | 5.23 | 232.35 | +5.52% | |
Meta Platforms | US30303M1027 | 5.04 | 599.85 | +2.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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