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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1048 | 1160 | 1084 | 1542 | 2399 |
Fund Return | 3.11% | 4.84% | 15.98% | 2.72% | 9.04% | 9.14% |
Place in category | 196 | 157 | 222 | 192 | 144 | 66 |
% in Category | 47 | 38 | 56 | 56 | 43 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.66B | 3.76 | 8.43 | 17.63 | ||
Shelton Core Value Direct | 684.38M | 4.15 | 6.67 | 8.51 | ||
Shelton S&P 500 Index Direct | 262.22M | 5.92 | 7.67 | 12.04 | ||
Shelton Capital Management SP Smald | 50.41M | -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 Mid Cap Index Adm | 58.11B | 2.73 | 2.39 | 9.44 | ||
Fidelity Extended Market Index Ins | 36.56B | 0.06 | -2.61 | 8.55 | ||
Fidelity Mid Cap Index Fund Institu | 33.44B | 2.74 | 2.41 | 9.40 | ||
Vanguard Extended Market Index Inst | 29.08B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 23.06B | 0.05 | -2.62 | 8.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vistra Corp | - | 0.85 | - | - | |
Williams-Sonoma Inc | - | 0.74 | - | - | |
Reliance Inc | - | 0.70 | - | - | |
Carlisle Companies Inc | - | 0.70 | - | - | |
EMCOR Group Inc | - | 0.61 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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