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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1218 | 1089 | 1323 | 1282 | 1764 | 2643 |
Fund Return | 21.78% | 8.94% | 32.3% | 8.62% | 12.03% | 10.21% |
Place in category | 228 | 226 | 201 | 160 | 136 | 75 |
% in Category | 59 | 55 | 53 | 46 | 48 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.86B | 2.21 | 13.37 | 18.30 | ||
Shelton Core Value Direct | 887.22M | 2.80 | 9.67 | 9.39 | ||
Shelton S&P 500 Index Direct | 290M | 27.54 | 11.04 | 12.96 | ||
Shelton Capital Management SP Smald | 50.78M | 17.41 | 5.76 | 9.75 | ||
Shelton Capital Management Nasdaq 1 | 39.19M | 24.98 | 8.85 | 17.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 65.01B | 4.44 | 7.18 | 10.24 | ||
Fidelity Extended Market Index Ins | 41.92B | 4.98 | 8.00 | 10.20 | ||
Fidelity Mid Cap Index Fund Institu | 38.63B | 4.23 | 7.97 | 10.26 | ||
Vanguard Extended Market Index Inst | 36.36B | 4.99 | 8.01 | - | ||
Vanguard Extended Market Idx Adm | 26.66B | 4.98 | 7.97 | 10.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 0.98 | - | - | |
Carlisle | US1423391002 | 0.75 | 334.82 | -2.42% | |
Illumina | US4523271090 | 0.73 | 94.20 | -3.09% | |
EMCOR | US29084Q1004 | 0.71 | 404.35 | -4.78% | |
Williams-Sonoma | US9699041011 | 0.70 | 195.18 | -6.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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