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S&P 500 Index Fund

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SPXKX:US
NASDAQ GM
36.58
USD
0.51
1.38%
As of 20:01:22 ET on 02/08/2016.
Fund Type
Open-End Fund
52Wk Range
36.58 - 42.02
1 Yr Return
-8.16%
YTD Return
-9.07%
Open
36.58
Day Range
36.58 - 36.58
Previous Close
37.09
52Wk Range
36.58 - 42.02
1 Yr Return
-8.54%
YTD Return
-9.07%
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/08/2016)
36.58
Total Assets (m USD) (on 02/08/2016)
124.276
Inception Date
10/17/2003
Last Dividend (on 12/31/2015)
0.1332
Dividend Indicated Gross Yield
1.46%
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 4.60 m 3.39
Microsoft Corp 61.56 k 3.42 m 2.52
Exxon Mobil Corp 31.48 k 2.45 m 1.81
General Electric Co 75.53 k 2.35 m 1.74
Johnson & Johnson 20.96 k 2.15 m 1.59
Wells Fargo & Co 35.18 k 1.91 m 1.41
Amazon.com Inc 2.80 k 1.89 m 1.40
JPMorgan Chase & Co 27.74 k 1.83 m 1.35
Berkshire Hathaway Inc 13.49 k 1.78 m 1.31
Facebook Inc 15.75 k 1.65 m 1.22
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