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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1042 | 1222 | 1248 | 1820 | 3116 |
Fund Return | 5.92% | 4.2% | 22.18% | 7.67% | 12.72% | 12.04% |
Place in category | 676 | 664 | 677 | 424 | 394 | 197 |
% in Category | 42 | 43 | 47 | 31 | 36 | 25 |
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 Midcap Index Direct | 108.74M | 3.11 | 2.72 | 9.14 | ||
Shelton Capital Management SP Smald | 51.02M | -0.95 | 2.01 | 8.17 | ||
Shelton California Tax-Free Income | 38.87M | -1.13 | -1.14 | 1.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.01 | - | - | |
Apple Inc | - | 5.58 | - | - | |
NVIDIA Corp | - | 4.99 | - | - | |
Amazon.com Inc | - | 3.68 | - | - | |
Meta Platforms Inc Class A | - | 2.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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