Home > Best Funds > Best Mutual Funds > Fund Category: Mid-Cap Blend > Shelton Capital Management S&P Midcap Index Fund

Shelton Capital Management S&P Midcap Index Fund

Scorecard
Morningstar 4 / 5 Stars
Lipper 4 5 3 5 2
Zacks Investment Research 1 (Strong Buy)
Standard & Poor's 4 / 5 Stars
TheStreet.com B+ (Buy)

Risk

Volatility Measurements

Updated 04.30.2013

Standard Deviation	17.76
Mean	1.17
Sharpe Ratio	0.78
Bear Market Decile Rank	32

Modern Portfolio Theory Statistics

Updated 04.30.2013

	Standard Index S&P 500 TR	Best Fit Index S&P MidCap 400 TR
R-Squared	92.93	99.97
Beta	1.14	0.99
Alpha	-1.0	-0.39

See Also:

Top Shelton Capital Management Funds

EQTIX: Shelton Capital Management Core Value Fund; Large Value; 17.90% 1-Year

SMCIX: Shelton Capital Management S&P Smallcap Index Fund; Small Blend; 17.13% 1-Year

20 Funds That Can Weather Downturns

Market volatility is back with a vengeance. During the month of August, for example, the S&P 500 had a trading range of at least 1.5 percent every day, according to Schaeffer's Investment Research. The last time that happened was April 2009.

Read more

Invest Globally but Cautiously

Read more

How to Play Emerging Markets With U.S. Stocks

Read more

More From U.S. News Money

Sections

Quotes delayed at least 15 minutes. Market data provided by Interactive Data and powered by Interactive Data Managed Solutions. Fund data provided by Interactive Data and Morningstar.

Use of this Web site constitutes acceptance of our Terms and Conditions of Use, Best Funds Terms and Conditions of Use, and Privacy Policy. Contact Us. Copyright 2011 © U.S.News & World Report.