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S&P 500 Index Fund

SPXKX:US
NASDAQ GM
49.97
USD
0.18
0.36%
As of 10/23/2017
Fund Type
Open-End Fund
52Wk Range
40.61 - 50.15
1 Yr Return
20.88%
YTD Return
15.54%
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Previous Close
50.15
52Wk Range
40.61 - 50.15
1 Yr Return
21.42%
YTD Return
15.54%
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 10/23/2017)
49.97
Total Assets (m USD) (on 10/23/2017)
168.385
Inception Date
10/17/2003
Last Dividend (on 09/29/2017)
0.1938
Dividend Indicated Gross Yield
1.55%
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
40.63 k 6.26 m 3.80
60.05 k 4.47 m 2.71
18.06 k 3.09 m 1.87
3.08 k 2.96 m 1.79
20.96 k 2.72 m 1.65
32.61 k 2.67 m 1.62
14.57 k 2.67 m 1.62
27.74 k 2.65 m 1.61
2.29 k 2.23 m 1.35
2.29 k 2.20 m 1.33
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
455 Market Street
Suite 1600
San Francisco, CA 94104
Phone
1-800-955-9988