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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 1099 | 1241 | 1099 | 1561 | 2396 |
Fund Return | 8.51% | 9.92% | 24.13% | 3.19% | 9.32% | 9.13% |
Place in category | 471 | 118 | 373 | 365 | 350 | 148 |
% in Category | 81 | 23 | 68 | 69 | 70 | 41 |
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 Capital Management SP Smald | 57.77M | 8.88 | 3.70 | 9.68 |
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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