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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1172 | 1008 | 1172 | 1244 | 1649 | 2306 |
Fund Return | 17.17% | 0.8% | 17.17% | 7.56% | 10.52% | 8.72% |
Place in category | 52 | 98 | 52 | 11 | 9 | 5 |
% in Category | 48 | 66 | 48 | 16 | 10 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.86B | 25.31 | 9.27 | 17.79 | ||
Shelton S&P 500 Index Direct | 291.43M | 27.54 | 11.04 | 12.96 | ||
Shelton S&P Midcap Index Direct | 111.93M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 53.69M | 17.41 | 5.76 | 9.75 | ||
Shelton Capital Management Nasdaq 1 | 38.99M | 24.98 | 8.85 | 17.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.5B | 12.37 | 5.79 | - | ||
Goldman Sachs US Eq Div and Prem In | 1.61B | 22.28 | 8.24 | 10.80 | ||
BlackRock US Opportunities Instl | 1.36B | 7.73 | 5.26 | 7.33 | ||
Goldman Sachs US Eq Div and Premium | 499.41M | 22.18 | 8.15 | 10.66 | ||
BlackRock US Opportunities Inv A | 299.63M | 7.48 | 4.99 | 7.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 9.94 | - | - | |
Apple | US0378331005 | 3.25 | 236.00 | -0.67% | |
NVIDIA | US67066G1040 | 2.44 | 120.07 | -3.67% | |
Netflix | US64110L1061 | 2.33 | 976.76 | +0.36% | |
Amazon.com | US0231351067 | 2.26 | 237.68 | +1.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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