Morningstar

Shelton Capital Management Nasdaq-100 Index Fund Institutional Shares NQQQX

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

Strategy

The investment seeks to replicate the performance of the largest non-financial companies as measured by the Solactive United States Technology 100 Capped C1 Index. Under normal market conditions, it is 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 stocks comprising the “Solactive United States Technology 100 Capped C1 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
NASDX	Shelton Capital Management Nasdaq-100 Index Fund Investor Shares	Institutional	Open			Jan 18, 2000	$1.97B	0.520%	Below Average	$500,000	−$259.26M
NQQQX	Shelton Capital Management Nasdaq-100 Index Fund Institutional Shares	Institutional	Open			Mar 7, 2022	$161.26M	0.270%	Low	$10M	$62.79M
NDXKX	Shelton Capital Management Nasdaq-100 Index Fund Class K	Retirement, Medium	Open			Oct 16, 2003	$43.87M	0.770%	Low	$1,000	−$4.20M

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