Shelton Capital Management S&P Midcap Index Fund

Scorecard
4 / 5 Stars
Lipper
4 4 4 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 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 % Short % Net
Cash 0.0 0.0 0.0
Stocks 99.91 0.0 99.91
Bonds 0.0 0.0 0.0
Other 0.0 0.02 -0.02
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 0.11 0.0 0.11
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Affiliated Managers Group Inc AMG -13.55 0.71
Green Mountain Coffee Roasters, Inc. GMCR 45.87 0.69
Henry Schein, Inc. HSIC 2.58 0.68
Tractor Supply TSCO -9.41 0.64
HollyFrontier Corp HFC -8.67 0.63
Equinix, Inc. EQIX 6.77 0.62
Church & Dwight Company, Inc. CHD 3.24 0.62
Cimarex Energy Company XEC 9.93 0.58
SL Green Realty Corporation SLG 7.31 0.57
Advance Auto Parts Inc AAP 14.09 0.57