Morningstar

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

Morningstar Medalist Rating
Medalist Rating as of | See Shelton Investment Hub
  • NAV / 1-Day Return 94.02  /  +0.73 %
  • Total Assets 346.6M
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.27%
  • Turnover 10%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

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 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.44 25M
Technology

Apple Inc

6.52 22M
Technology

Microsoft Corp

4.25 14M
Technology

Amazon.com Inc

3.57 12M
Consumer Cyclical

Alphabet Inc Class A

3.21 11M
Communication Services

Broadcom Inc

2.74 9M
Technology

Alphabet Inc Class C

2.56 9M
Communication Services

Micron Technology Inc

1.99 7M
Technology

Meta Platforms Inc Class A

1.89 6M
Communication Services

Tesla Inc

1.81 6M
Consumer Cyclical

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