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$92.57  /  −0.34%
  • Fund Size$332.5M
  • Adjusted Expense Ratio0.920%
  • Net Expense Ratio0.910%
  • Fee Level: DistributionLow
  • Share Class TypeRetirement, Medium
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.27%
  • Turnover Ratio10%
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 Holdings39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.3829M
Technology

Apple Inc

7.4025M
Technology

Microsoft Corp

5.7720M
Technology

Amazon.com Inc

3.6913M
Consumer Cyclical

Alphabet Inc Class A

3.0610M
Communication Services

Broadcom Inc

2.529M
Technology

Alphabet Inc Class C

2.448M
Communication Services

Meta Platforms Inc Class A

2.408M
Communication Services

Micron Technology Inc

1.826M
Technology

Tesla Inc

1.515M
Consumer Cyclical

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