About NASDX
The Shelton Nasdaq-100 Index Fund Investor is a passively managed mutual fund designed to replicate the performance of the Nasdaq-100 Index. Its primary objective is to track the returns of the largest non-financial companies listed on the Nasdaq Stock Market, which are leaders in the technology, consumer cyclical, communication services, and consumer defensive sectors. The fund gains exposure to innovation-driven companies such as Apple, Microsoft, NVIDIA, Amazon, and Meta Platforms, among others, resulting in a portfolio heavily weighted toward the technology sector.
The fund maintains broad diversification across roughly 100 holdings and adheres closely to the sector and security weights of its benchmark. It typically invests at least 80% of assets in constituents of the Nasdaq-100, ensuring strong alignment with the index's risk and return profile. As a large growth mutual fund, it provides investors an opportunity to participate in the performance of dominant U.S. and international companies without the inclusion of financial sector stocks.
With a competitive expense ratio and a strategy emphasizing low turnover, the fund appeals to those seeking cost-effective exposure to large-cap growth equities that have shaped the modern economy.
Fund Family Shelton Capital Management
Category Large-Cap Growth
Performance Rating High
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol NASDX
Share Class Investor Shares
Index NASDAQ 100 TR
NASDX had a total return of 22.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.59%.
