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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1100 | 1248 | 1115 | 1602 | 2520 |
Fund Return | 8.88% | 10.04% | 24.76% | 3.7% | 9.88% | 9.68% |
Place in category | 446 | 97 | 327 | 331 | 288 | 72 |
% in Category | 77 | 19 | 61 | 63 | 60 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.85B | 18.55 | 8.38 | 17.41 | ||
Shelton Core Value Direct | 834.2M | 15.90 | 7.97 | 8.88 | ||
Shelton S&P 500 Index Direct | 297.11M | 20.50 | 8.69 | 12.62 | ||
Shelton S&P Midcap Index Direct | 119.83M | 13.02 | 6.92 | 9.97 | ||
Shelton California Tax-Free Income | 36.2M | 1.88 | -0.13 | 1.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Fidelity Small Cap Index Instl Pre | 26.87B | 9.65 | 0.09 | 8.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 17.82B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mueller Industries | US6247561029 | 0.64 | 81.34 | -0.99% | |
ATI Inc | US01741R1023 | 0.63 | 60.63 | +0.80% | |
The Ensign | US29358P1012 | 0.62 | 146.34 | +0.79% | |
Comerica | US2003401070 | 0.61 | 72.64 | -0.12% | |
Carpenter Technology | US1442851036 | 0.60 | 196.14 | +0.54% |
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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