Morningstar

Shelton Capital Management S&P 500 Index Fund Class K SPXKX

Morningstar Medalist Rating
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Medalist Rating as of See Shelton Investment Hub
  • NAV / 1-Day Return $92.91  /  −0.51 %
  • Fund Size $343.2M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.27%
  • Turnover Ratio 10%
NAV and 1-Day Return as of

Morningstar’s Analysis SPXKX

Will SPXKX 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 SPXKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPXKX 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 SPXKX’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 500 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 SPXKX

More SPXKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.38 29M
Technology

Apple Inc

7.40 25M
Technology

Microsoft Corp

5.77 20M
Technology

Amazon.com Inc

3.69 13M
Consumer Cyclical

Alphabet Inc Class A

3.06 10M
Communication Services

Broadcom Inc

2.52 9M
Technology

Alphabet Inc Class C

2.44 8M
Communication Services

Meta Platforms Inc Class A

2.40 8M
Communication Services

Micron Technology Inc

1.82 6M
Technology

Tesla Inc

1.51 5M
Consumer Cyclical

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