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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1014 | 1209 | 1213 | 1726 | 2289 |
Fund Return | 7.13% | 1.4% | 20.93% | 6.64% | 11.54% | 8.64% |
Place in category | 48 | 90 | 14 | 24 | 11 | 5 |
% in Category | 46 | 73 | 18 | 39 | 12 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.74B | 10.36 | 11.13 | 17.86 | ||
Shelton S&P 500 Index Direct | 270.46M | 11.10 | 9.15 | 12.32 | ||
Shelton S&P Midcap Index Direct | 107.84M | 7.71 | 4.16 | 9.43 | ||
Shelton Capital Management SP Smald | 50.06M | -0.95 | 2.01 | 8.17 | ||
Shelton California Tax-Free Income | 39.29M | -1.59 | -1.35 | 1.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US46645V6754 | 4.14B | 5.55 | 7.38 | - | ||
BlackRock US Opportunities Instl | 1.38B | 7.01 | 6.24 | 8.21 | ||
Goldman Sachs US Eq Div and Prem In | 1.46B | 9.03 | 7.81 | 10.26 | ||
Goldman Sachs US Eq Div and Premium | 489M | 9.01 | 7.73 | 10.13 | ||
BlackRock US Opportunities Inv A | 294.34M | 6.88 | 5.96 | 7.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 5.62 | - | - | |
Meta Platforms Inc Class A | - | 2.71 | - | - | |
Amazon.com Inc | - | 2.18 | - | - | |
Microsoft Corp | - | 2.08 | - | - | |
Costco Wholesale Corp | - | 1.95 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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