Nasdaq - Delayed Quote USD

Shelton S&P 500 Index Investor (SPFIX)

71.60 -0.34 (-0.47%)
As of 8:06 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
5
Min Subsequent Investment
500
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Protected Investors of America
  • E TRADE Financial
  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • DATALynx
  • Mony Securities Corp
  • SunAmerica Securities Premier / Pinnacle
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • DATALynx IMS
  • JPMorgan INVEST
  • WFA MF Advisory Updated 4.3.24
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • ING Financial Ptnrs PAM and PRIME Approv
  • Scottrade TF
  • Scottrade NTF
  • Matrix Financial Solutions
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • WFA Fdntl Choice/PIM Updated 8.1.23
  • DailyAccess Corporation Mid-Atlantic
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Pershing Retirement Plan Network
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Thrivent – Retail Eligible
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The S&P 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks of the index.

Fund Overview

Category Large Blend
Fund Family Shelton Capital Management
Net Assets 263.34M
YTD Return 10.47%
Yield 0.99%
Morningstar Rating
Inception Date Apr 20, 1992

Performance & Risk

YTD Return 6.17%
5y Average Return 12.93%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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