Shelton Capital Management Nasdaq-100 Index Fund

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

#21 in Large Growth

U.S. News evaluated 466 Large Growth 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 36.83 percent over the past year, 17.84 percent over the past three years, 28.29 percent over the past five years, and 10.21 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 3.1%
1 Year 36.8%
3 Years (Annualized) 17.8%
5 Years (Annualized) 28.3%
10 Years (Annualized) 10.2%

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Summary

The investment seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index®. The fund is managed passively in that the Manager is seeking to replicate the performance of the Nasdaq-100 Index®. To do this, the fund invests primarily in the stocks comprising this index. It will attempt to buy stocks so that the holdings in the portfolio approximate those of the Nasdaq-100 Index®. Under normal market conditions, it is the fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the stocks comprising the index.

Fees

Fees are Average compared to funds in the same category.
Shelton Capital Management Nasdaq-100 Index Fund has an expense ratio of 0.49 percent.

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Risk

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

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