Shelton S&P 500 Index K (SPXKX)
33.96 
0.10(0.29%) May 23
| Prev Close: | 33.96 |
|---|
| YTD Return*: | 6.48% |
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| Net Assets*: | 115.96M |
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| Yield*: | 0.98% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for SPXKX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| AAPL | 3.81 | -18.61 |
| XOM | 2.83 | 3.99 |
| GE | 1.54 | 11.39 |
| CVX | 1.43 | 8.93 |
| IBM | 1.42 | 6.37 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 115.96M |
| Category: | Large Blend |
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| Annual Report Expense Ratio (net): | 0.86% |
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Performance & Risk
| YTD Return: | 6.48% |
| 5y Avg Return: | 4.43% |
| Rank in Category (ytd): | 56 |
| % Rank in Category (ytd): | 3.26% |
| Beta (3y): | 0.99 |
| Morningstar Risk Rating: | 2 |
Fund Summary
The investment seeks to replicate the total return of the U.S. stock market as measured by the S&P 500 Composite Stock Price Index.
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 normally invests at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks of the index.
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