NASDX Mutual Fund

NASDX Mutual Fund (Nasdaq-100 Index Fund Investor Share Class) is managed by Shelton Capital Management with $2.11B in net assets. NASDX expense ratio is 0.52%, holding 113 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2000-01-18.

NASDX performance shows a YTD return of 16.98%. The 1-year return is 26.37% and the 5-year return is 17.87%. NASDX dividend yield stands at 3.09%, paid quarterly.

NASDX top holdings include Nvidia Corp (7.5%), Apple, Inc (6.6%), Micron Technology, Inc. (5.6%), Microsoft Corp (4.3%), Advanced Micro Devices Inc (4.1%). Go to all NASDX holdings, NASDX sectors, or NASDX dividends.

NASDX can be compared against other funds. Use NASDX overlap to find shared positions, or NASDX vs another fund for a side-by-side view. NASDX alternatives are available via the screener, along with tax-loss harvesting opportunities.