Morningstar

Shelton Capital Management S&P Midcap Index Fund Class K MIDKX

Morningstar Medalist Rating
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Medalist Rating as of See Shelton Investment Hub
  • NAV / 1-Day Return $26.78  /  −0.45 %
  • Fund Size $111.7M
  • Adjusted Expense Ratio 1.130%
  • Net Expense Ratio 1.130%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.36%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis MIDKX

Will MIDKX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIDKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIDKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MIDKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Shelton S&P Midcap Index K holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MIDKX

More MIDKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twilio Inc Class A

1.29 1M
Technology

Illumina Inc

1.20 1M
Healthcare

Everpure Inc Class A

1.19 1M
Technology

Okta Inc Class A

1.02 1M
Technology

United States Treasury Bills 0%

0.99 1M
Government

TechnipFMC PLC

0.79 878,885
Energy

nVent Electric PLC

0.75 837,933
Industrials

ATI Inc

0.75 832,981
Industrials

Entegris Inc

0.68 756,743
Technology

United Therapeutics Corp

0.67 740,764
Healthcare

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