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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1132 | 1500 | 1397 | 2534 | 4836 |
Fund Return | 7.26% | 13.2% | 50.02% | 11.79% | 20.43% | 17.07% |
Place in category | 1010 | 947 | 230 | 137 | 19 | 13 |
% in Category | 80 | 76 | 20 | 17 | 4 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.75B | 10.36 | 11.13 | 17.86 | ||
Shelton Core Value Direct | 717.17M | 7.13 | 6.64 | 8.64 | ||
Shelton S&P 500 Index Direct | 271.01M | 11.10 | 9.15 | 12.32 | ||
Shelton S&P Midcap Index Direct | 106.1M | 7.71 | 4.16 | 9.43 | ||
Shelton Capital Management SP Smald | 48.81M | -0.95 | 2.01 | 8.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.32B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 9.13 | 213.69 | +0.21% | |
Microsoft | US5949181045 | 8.53 | 455.41 | +0.72% | |
Amazon.com | US0231351067 | 4.79 | 196.04 | +1.26% | |
Broadcom | US11135F1012 | 4.11 | 1,593.32 | +0.08% | |
Meta Platforms | US30303M1027 | 3.81 | 519.82 | +1.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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