Shelton Capital Management S&P 500 Index Fund

Scorecard
4 / 5 Stars
Lipper
4 4 5 4 2
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.02 percent over the past year, 16.25 percent over the past three years, 18.48 percent over the past five years, and 7.60 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.8%
1 Year 24.0%
3 Years (Annualized) 16.3%
5 Years (Annualized) 18.5%
10 Years (Annualized) 7.6%

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Summary

The investment seeks to replicate the total return of the U.S. stock market as measured by the S&P 500 Composite Stock Price Index. The S&P 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the index so that the weighting of each stock in the portfolio approximates the index. The fund normally invests at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks of the index.

Fees

Fees are Average compared to funds in the same category.
Shelton Capital Management S&P 500 Index Fund has an expense ratio of 0.36 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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