Shelton Capital Management S&P Midcap Index Fund

Scorecard
3 / 5 Stars
Lipper
2 3 3 5 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

Fund Holdings

The fund tracks the S&P 400 Midcap Index, although it often does so by buying a slightly smaller sample of the index than exactly replicating it, which would mean buying all 400 stocks.

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 99.9 99.9
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.1 0.1
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
Keurig Green Mountain Inc GMCR 45.64 0.89
Henry Schein, Inc. HSIC 4.95 0.67
Cimarex Energy Company XEC 12.89 0.65
Tractor Supply Co TSCO -7.39 0.64
Affiliated Managers Group Inc AMG -5.36 0.64
Trimble Navigation Ltd. TRMB 13.26 0.63
Church & Dwight Company, Inc. CHD 3.91 0.62
Equinix, Inc. EQIX 4.5 0.61
Advance Auto Parts Inc AAP 15.03 0.6
Endo Health Solutions Inc ENDP 0.95 0.6