NASDX Mutual Fund

NASDX Mutual Fund (Nasdaq-100 Index Fund Investor Share Class) is managed by Shelton Capital Management with $2.16B in net assets. NASDX expense ratio is 0.52%, holding 103 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2000-01-18.

NASDX performance shows a YTD return of 12.37%. The 1-year return is 22.42% and the 5-year return is 14.07%. NASDX dividend yield stands at 3.21%, paid quarterly.

NASDX top holdings include Nvidia Corp. (8.3%), Apple, Inc (7.5%), Microsoft Corp (5.6%), Amazon.Com Inc (4.3%), Tesla Inc (3.9%). 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.