Shelton Nasdaq-100 Index Direct (NASDX)
* As of 30-Apr-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.49%|
Performance & Risk
|5y Avg Return:||13.91%|
|Rank in Category (ytd):||80|
|% Rank in Category (ytd):||4.59%|
|Morningstar Risk Rating:||5|
The investment seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 IndexÂ®.
Under normal market conditions, the fund invests at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the stocks comprising the index. It is managed passively in that Shelton is seeking to replicate the performance of the Nasdaq-100 IndexÂ®. To do this, it invests primarily in the stocks comprising this index. View More