NDXKX Mutual Fund

NDXKX Mutual Fund (Nasdaq-100 Index Fund Class K) is managed by Shelton Capital Management with $47.6M in net assets. NDXKX expense ratio is 0.77%, holding 113 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2003-10-16.

NDXKX performance shows a YTD return of 16.77%. The 1-year return is 26.04% and the 5-year return is 14.77%. NDXKX dividend yield stands at 3.08%, paid annually.

NDXKX 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 NDXKX holdings, NDXKX sectors, or NDXKX dividends.

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