NASDX : Shelton Capital Management Nasdaq-100 Index Fund Direct Shares

NASDX is a US Stocks Market Large Growth index fund with LOW fees.

NASDX

Shelton Capital Management Nasdaq-100 Index Fund Direct Shares

FI Score

62 /100

Expense Ratio Rating

9 /10

Expense Rating

5 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

62% FI Score
  • nasdx
  • Mutual Fund
  • US Stocks
  • Large Growth

Shelton Capital Management Nasdaq-100 Index Fund Direct Shares

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index®. Under normal market conditions, the fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) 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. The fund is non-diversified.

Largest Holdings

Amount Holding
11.59% Microsoft Corp
11.07% Apple Inc
10.40% Amazon.com Inc
4.18% Facebook Inc A
3.93% Alphabet Inc Class C
3.93% Alphabet Inc A
2.82% Intel Corp
2.00% PepsiCo Inc
1.99% Netflix Inc
1.94% Cisco Systems Inc
1.93% NVIDIA Corp
1.85% Adobe Inc
1.85% Comcast Corp Class A
1.56% PayPal Holdings Inc
1.54% Amgen Inc
1.52% Tesla Inc
1.45% Costco Wholesale Corp
1.17% Texas Instruments Inc
1.17% Broadcom Inc
1.15% Charter Communications Inc A
1.15% Gilead Sciences Inc
0.98% Starbucks Corp
0.97% Qualcomm Inc
0.81% T-Mobile US Inc
0.80% Mondelez International Inc Class A

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