Shelton Capital Management S&P Smallcap Index Fund Class K
SMLKX
NASDAQ
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Risk
Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
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Preferred
Convertible
Other
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Similar Funds
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NAV
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Company Information
Provider
Shelton Capital Management
Manager/Tenure
(Years)
(Years)
Stephen C. Rogers (21), Anthony Jacoby (3)
Website
Address
1125 17th Street
Denver CO - 80202
Denver CO - 80202
Country
United States
Phone Number
800-955-9988
Investment Strategy
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's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks.