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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1174 | 1085 | 1320 | 1183 | 1646 | 2534 |
Fund Return | 17.41% | 8.51% | 32.03% | 5.76% | 10.48% | 9.75% |
Place in category | 475 | 375 | 351 | 364 | 305 | 104 |
% in Category | 78 | 61 | 59 | 66 | 61 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.9B | 25.31 | 9.27 | 17.79 | ||
Shelton Core Value Direct | 863.19M | 17.17 | 7.56 | 8.72 | ||
Shelton S&P 500 Index Direct | 293.96M | 27.54 | 11.04 | 12.96 | ||
Shelton S&P Midcap Index Direct | 113.28M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management Nasdaq 1 | 39.71M | 24.98 | 8.85 | 17.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.43B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mueller Industries | US6247561029 | 0.64 | 80.85 | -1.20% | |
ATI Inc | US01741R1023 | 0.63 | 58.56 | -0.71% | |
The Ensign | US29358P1012 | 0.62 | 138.65 | +0.77% | |
Comerica | US2003401070 | 0.61 | 63.27 | +1.18% | |
Carpenter Technology | US1442851036 | 0.60 | 210.57 | -0.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Sell |
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