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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1250 | 1047 | 1250 | 1290 | 2416 | 4910 |
Fund Return | 24.98% | 4.72% | 24.98% | 8.85% | 19.3% | 17.25% |
Place in category | 782 | 629 | 782 | 251 | 66 | 33 |
% in Category | 73 | 57 | 73 | 29 | 10 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.86B | 2.21 | 13.37 | 18.30 | ||
Shelton Core Value Direct | 887.22M | 2.80 | 9.67 | 9.39 | ||
Shelton S&P 500 Index Direct | 290M | 27.54 | 11.04 | 12.96 | ||
Shelton S&P Midcap Index Direct | 106.68M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 50.78M | 17.41 | 5.76 | 9.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.73B | 5.17 | 12.56 | 14.38 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 68.67B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.97 | 245.55 | -0.11% | |
Microsoft | US5949181045 | 8.10 | 408.21 | -1.90% | |
NVIDIA | US67066G1040 | 7.54 | 134.43 | -4.05% | |
Broadcom | US11135F1012 | 5.23 | 218.66 | -3.56% | |
Meta Platforms | US30303M1027 | 5.04 | 683.55 | -1.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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