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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 989 | 989 | 1011 | 966 | 1021 | 1142 |
Fund Return | -1.13% | -1.13% | 1.1% | -1.14% | 0.42% | 1.34% |
Place in category | 53 | 56 | 56 | 41 | 48 | 38 |
% in Category | 78 | 82 | 95 | 73 | 88 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.64B | 3.76 | 8.43 | 17.63 | ||
Shelton Core Value Direct | 681.54M | 4.15 | 6.67 | 8.51 | ||
Shelton S&P 500 Index Direct | 260.73M | 5.92 | 7.67 | 12.04 | ||
Shelton S&P Midcap Index Direct | 108.74M | 3.11 | 2.72 | 9.14 | ||
Shelton Capital Management SP Smald | 51.02M | -0.95 | 2.01 | 8.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard CA Interm-Term Tax-Exempt | 14.04B | -1.00 | -0.51 | 2.31 | ||
BlackRock California Muni Opps Inst | 2.28B | -0.01 | -0.50 | 2.75 | ||
BlackRock California Muni Opps A | 2.28B | -0.08 | -0.74 | 2.50 | ||
BlackRock California Muni Opps A1 | 2.28B | -0.03 | -0.59 | 2.65 | ||
BlackRock California Muni Opps C | 2.28B | -0.33 | -1.49 | 1.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LOS RIOS CALIF CMNTY COLLEGE DIST 5% | - | 6.18 | - | - | |
SANTA MARIA CALIF JT UN HIGH SCH DIST 0% | - | 5.24 | - | - | |
SAN MATEO FOSTER CITY CALIF PUB FING AUTH WASTEWATER REV 4% | - | 4.97 | - | - | |
MILPITAS CALIF UNI SCH DIST 3% | - | 4.86 | - | - | |
CALIFORNIA HEALTH FACS FING AUTH REV 5% | - | 4.55 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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