Shelton Capital Management S&P Smallcap Index Fund

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

U.S. News evaluated 229 Small 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 23.70 percent over the past year, 16.27 percent over the past three years, 21.51 percent over the past five years, and 9.45 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.5%
1 Year 23.7%
3 Years (Annualized) 16.3%
5 Years (Annualized) 21.5%
10 Years (Annualized) 9.5%

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Summary

The investment seeks to replicate the performance of small-sized U.S. companies as measured by the S&P SmallCap 600 Stock Index. The S&P SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P SmallCap 600 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.

Fees

Fees are Above Average compared to funds in the same category.
Shelton Capital Management S&P Smallcap Index Fund has an expense ratio of 0.74 percent.

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Risk

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

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