NDXKX Mutual Fund

NDXKX Mutual Fund (Nasdaq-100 Index Fund Class K) is managed by Shelton Capital Management with $47.2M in net assets. NDXKX expense ratio is 0.77%, holding 103 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2003-10-16.

NDXKX performance shows a YTD return of 12.20%. The 1-year return is 22.12% and the 5-year return is 13.68%. NDXKX dividend yield stands at 3.20%, paid annually.

NDXKX 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 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.