Morningstar

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

Medalist Rating as of Sep 30, 2026 See Shelton Investment Hub

Strategy

The investment seeks to replicate the performance of medium-sized U.S. companies as measured by the S&P MidCap 400 Index. The S&P MidCap 400 Index includes the common stocks of 400 medium-sized U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P MidCap 400 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SPMIX	Shelton Capital Management S&P Midcap Index Fund Investor Shares	No Load	Open			Apr 20, 1992	$114.11M	0.630%	Low	$1,000	−$6.62M
MIDKX	Shelton Capital Management S&P Midcap Index Fund Class K	Retirement, Medium	Open			Oct 16, 2003	$116,163.00	1.130%	Below Average	$1,000	−$377,356.28

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