| 26.99 Net Asset Value | +1.01% 1 Day | +18.95% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 1.15% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +9.18% | 3 years | +15.94% | |
| 3 months | +8.95% | 5 years | +7.13% | |
| 1 year | +33.12% | Since inception | +8.68% |
| MIDKX | Category | |
|---|---|---|
| Performance 5-yr return | +7.13% | +6.81% |
| Expense ratio | 1.15% | 1.27% |
| Risk 5 year sharpe ratio | 0.42 | 0.35 |
| Net assets | $151.4M | $1.4B |
| Average market cap | $3.9B | $6.2B |
| Average P/E | 19.1 | 18.1 |
| Portfolio turnover | 11% | 11% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Shelton Capital Management |
| Fund manager & tenure | Stephen Rogers / 9 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 17.71% |
| Industrial materials | 16.00% |
| Consumer service | 10.50% |
| Healthcare | 10.39% |
| Consumer goods | 10.30% |
| REGN Regeneron Pharmaceuticals, Inc. | 1.04% |
| HFC HollyFrontier Corp | 0.84% |
| EQIX Equinix, Inc. | 0.83% |
| KSU Kansas City Southern, Inc. | 0.82% |
| AME Ametek, Inc. | 0.79% |
| VRTX Vertex Pharmaceuticals | 0.75% |
| PVH PVH Corp | 0.67% |
| CHD Church & Dwight Company, Inc. | 0.64% |
| RAX Rackspace Hosting, Inc. | 0.63% |
| ADS Alliance Data Systems Corporation | 0.63% |
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