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DENVER, March 13, 2024 /PRNewswire/ -- Shelton Capital Management, a multi-strategy asset manager, announced that its Nasdaq-100 Index Fund (Ticker: NASDX) was named to Forbes...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1253 | 1048 | 1253 | 1305 | 2469 | 5142 |
Fund Return | 25.31% | 4.79% | 25.31% | 9.27% | 19.81% | 17.79% |
Place in category | 765 | 623 | 765 | 197 | 42 | 21 |
% in Category | 70 | 56 | 70 | 24 | 6 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Core Value Direct | 814.39M | 17.17 | 7.56 | 8.72 | ||
Shelton S&P 500 Index Direct | 263.93M | 27.54 | 11.04 | 12.96 | ||
Shelton S&P Midcap Index Direct | 109.44M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 53.18M | 17.41 | 5.76 | 9.75 | ||
Shelton Capital Management Nasdaq 1 | 37.93M | 24.98 | 8.85 | 17.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.92B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.13B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 68.33B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 9.74 | 236.85 | -2.41% | |
NVIDIA | US67066G1040 | 8.46 | 135.91 | -3.00% | |
Microsoft | US5949181045 | 8.06 | 418.95 | -1.32% | |
Amazon.com | US0231351067 | 5.93 | 218.94 | -1.44% | |
Broadcom | US11135F1012 | 4.61 | 224.31 | -2.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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