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S&P 500 Index Fund

SPXKX:US
NASDAQ GM
52.66
USD
0.17
0.32%
As of 5/23/2018
Fund Type
Open-End Fund
52Wk Range
46.23 - 55.29
1 Yr Return
15.22%
YTD Return
2.69%
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Previous Close
52.49
52Wk Range
46.23 - 55.29
1 Yr Return
15.52%
YTD Return
2.69%
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/23/2018)
52.66
Total Assets (m USD) (on 05/23/2018)
182.876
Inception Date
10/17/2003
Last Dividend (on 03/29/2018)
0.1194
Dividend Indicated Gross Yield
0.91%
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
0.36%

Top Fund Holdings

Name Position Value % of Fund
39.64 k 6.55 m 3.70
60.05 k 5.62 m 3.17
3.20 k 5.01 m 2.82
19.19 k 3.30 m 1.86
26.98 k 2.93 m 1.66
15.08 k 2.92 m 1.65
20.96 k 2.65 m 1.50
32.61 k 2.54 m 1.43
2.41 k 2.45 m 1.38
2.29 k 2.33 m 1.31
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 Funds
1050 17th Street, Suite 1710
Denver, CO 80265
Phone
-
Website
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