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Shelton Nasdaq-100 Index K NDXKX

Quantitative rating as of
  • NAV / 1-Day Return 25.00  /  2.00 %
  • Total Assets 934.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.000%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.05%
  • Turnover 6%

Morningstar’s Analysis NDXKX

Will NDXKX outperform in future?

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



Strength in Shelton Nasdaq-100 Index K’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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