Shelton S&P Midcap Index K (MIDKX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
27.06
+0.12 (0.45%)
At close: Sep 21, 2026
Fund Assets115.77M
Expense Ratio1.14%
Min. Investment$1,000
Turnover12.00%
Dividend (ttm)0.10
Dividend Yield0.38%
Dividend Growth-13.10%
Payout FrequencyQuarterly
Ex-Dividend DateJun 30, 2026
Previous Close26.94
YTD Return11.06%
1-Year Return12.00%
5-Year Return54.74%
52-Week Low24.16
52-Week High28.96
Beta (5Y)1.24
Holdings10
Inception DateOct 16, 2003