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S&P 500 Index Fund

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SPFIX:US
NASDAQ GM
38.70
USD
1.18
2.96%
As of 09:29:30 ET on 09/01/2015.
Fund Type
Open-End Fund
52Wk Range
37.53 - 43.07
1 Yr Return
-2.63%
YTD Return
-5.89%
Previous Close
39.88
52Wk Range
37.53 - 43.07
1 Yr Return
-2.63%
YTD Return
-5.89%
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/01/2015)
38.7
Total Assets (m USD) (on 09/01/2015)
127.333
Inception Date
04/20/1992
Last Dividend (on 06/30/2015)
0.1788
Dividend Indicated Gross Yield
1.85%
Fund Managers
STEVE ROGERS
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.25%
Expense Ratio
0.36%
Top Fund Holdings
Name Position Value % of Fund
Apple Inc 43.71 k 5.30 m 3.77
Microsoft Corp 61.56 k 2.87 m 2.05
Exxon Mobil Corp 31.48 k 2.49 m 1.77
Johnson & Johnson 20.96 k 2.10 m 1.49
Wells Fargo & Co 35.18 k 2.04 m 1.45
General Electric Co 75.53 k 1.97 m 1.40
Berkshire Hathaway Inc 13.49 k 1.93 m 1.37
JPMorgan Chase & Co 27.74 k 1.90 m 1.35
Pfizer Inc 45.99 k 1.66 m 1.18
AT&T Inc 46.09 k 1.60 m 1.14
Profile
S&P 500 Index Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide investment results that correspond to the total return of S&P 500 Composite Stock Price Index. The Fund invests in the stocks that make up the S&P 500 Index so that the weighting of each stock in the portfolio approximates the Index.
ADDRESS
Shelton Capital Management
44 Montgomery Street #2100
San Francisco, CA 94104
USA
PHONE
1-800-955-9988