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S&P MidCap Index Fund

MIDKX:US
NASDAQ GM
25.29
USD
0.05
0.20%
As of 9:29 AM EDT 5/26/2017
Fund Type
Open-End Fund
52Wk Range
20.62 - 25.75
1 Yr Return
16.86%
YTD Return
3.82%
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Previous Close
25.34
52Wk Range
20.62 - 25.75
1 Yr Return
17.79%
YTD Return
3.82%
Fund Type
Open-End Fund
Objective
Blend Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/26/2017)
25.29
Total Assets (m USD) (on 05/26/2017)
125.880
Inception Date
10/17/2003
Last Dividend (on 03/31/2017)
0.0111
Dividend Indicated Gross Yield
0.18%
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
0.40%
Expense Ratio
0.58%

Top Fund Holdings

Name Position Value % of Fund
2.50 k 2.50 m 1.97
11.38 k 838.56 k 0.66
6.03 k 811.22 k 0.64
10.63 k 800.79 k 0.63
58.42 k 777.03 k 0.61
3.08 k 775.77 k 0.61
6.75 k 769.88 k 0.61
26.67 k 739.56 k 0.58
11.26 k 732.21 k 0.58
9.59 k 714.65 k 0.56
Profile
S&P MidCap Index Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide investment results that correspond to the S&P MidCap 400 Index. The Fund invests in the stocks that make up the MidCap 400 Index so that the weighting of each stock in the portfolio approximates the Index.
Address
Shelton Capital Management
455 Market Street, Suite 1600
San Francisco, CA 94104
Phone
1-800-955-9988