• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.28% Nasdaq Up 0.19%

    Shelton Nasdaq-100 Index Direct (NASDX)

    11.09 Down 0.07(0.63%) May 4
    Prev Close:11.09
    YTD Return*:-4.88%
    Net Assets*:286.23M
    Yield*:0.95%

    * As of 30-Apr-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL9.51N/A
    MSFT6.39N/A
    FB5.09N/A
    AMZN4.70N/A
    GOOG3.50N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:286.23M
    Category:Large Growth
    Annual Report Expense Ratio (net):0.49%

    Performance & Risk

    YTD Return:-4.88%
    5y Avg Return:13.91%
    Rank in Category (ytd):80
    % Rank in Category (ytd):4.59%
    Beta (3y):1.15
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index®. 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 Index®. To do this, it invests primarily in the stocks comprising this index. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback