Shelton Funds Fund Quote

NQQQX Fund  USD 37.61  0.49  1.32%   

Performance

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Odds Of Distress

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Shelton Funds is trading at 37.61 as of the 11th of September 2024; that is 1.32 percent increase since the beginning of the trading day. The fund's open price was 37.12. Shelton Funds has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Shelton Funds are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of November 2022 and ending today, the 11th of September 2024. Click here to learn more.
Under normal market conditions, the funds policy to invest at least 80 percent of its total assets in the stocks comprising the index. It is passively managed. The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization.. More on Shelton Funds

Moving together with Shelton Mutual Fund

  0.92EMSLX Shelton Emerging MarketsPairCorr
  0.91EMSQX Shelton Emerging MarketsPairCorr
  0.91NASDX Nasdaq 100 IndexPairCorr

Moving against Shelton Mutual Fund

  0.44CAUKX Us Government SecuritiesPairCorr
  0.42CFNTX California Tax FreePairCorr
  0.42CAUSX Us Government SecuritiesPairCorr
  0.33DEBIX Shelton Tactical CreditPairCorr

Shelton Mutual Fund Highlights

Thematic Ideas
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Fund ConcentrationShelton Capital Management Funds, Large Growth Funds, Hybrid Mix Funds, Small Blend Funds, Large Growth, Shelton Capital Management, Large Growth, Large Growth (View all Sectors)
Update Date30th of September 2024
Shelton Funds [NQQQX] is traded in USA and was established 11th of September 2024. Shelton Funds is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Shelton Capital Management family. The entity is thematically classified as Hybrid Mix Funds. Shelton Funds now has accumulated 1.49 B in assets with no minimum investment requirements with the current yeild of 0.0%.
Check Shelton Funds Probability Of Bankruptcy

Shelton Funds Risk Profiles

Shelton Funds Against Markets

Other Information on Investing in Shelton Mutual Fund

Shelton Funds financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton Funds security.
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