NASDX Mutual Fund (Nasdaq-100 Index Fund Investor Share Class) is managed by Shelton Capital Management with $2.02B in net assets. NASDX expense ratio is 0.52%, holding 103 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2000-01-18.

NASDX performance shows a YTD return of 20.34%. The 1-year return is 34.20% and the 5-year return is 20.16%. NASDX dividend yield stands at 2.96%, paid quarterly.

NASDX top holdings include Nvidia Corp (8.3%), Apple Inc (7.5%), Microsoft Corp 4.100 Feb 06 37 (5.6%), Amazon.Com Inc (4.3%), Tesla, Inc. (3.9%). View all NASDX holdings, sector breakdown, or dividend history.

NASDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NASDX alternatives are available via the screener, along with tax-loss harvesting opportunities.