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S&P 500 Index Fund

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SPXKX:US
NASDAQ GM
39.45
USD
0.04
0.10%
As of 20:01:10 ET on 09/03/2015.
Fund Type
Open-End Fund
52Wk Range
37.46 - 43.03
1 Yr Return
-0.97%
YTD Return
-4.35%
Open
39.45
Day Range
39.45 - 39.45
Previous Close
39.41
52Wk Range
37.46 - 43.03
1 Yr Return
-0.97%
YTD Return
-4.35%
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/03/2015)
39.45
Total Assets (m USD) (on 09/03/2015)
129.949
Inception Date
10/17/2003
Last Dividend (on 06/30/2015)
0.0859
Dividend Indicated Gross Yield
0.87%
Fund Managers
STEVE ROGERS
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.25%
Expense Ratio
0.86%
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