NQQQX Mutual Fund

NQQQX Mutual Fund (Nasdaq-100 Index Fund Class Institutional) is managed by Shelton Capital Management with $163.6M in net assets. NQQQX expense ratio is 0.27%, holding 113 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2022-03-07.

NQQQX performance shows a YTD return of 17.17%. The 1-year return is 26.67% and the 5-year return is 14.25%. NQQQX dividend yield stands at 3.28%, paid quarterly.

NQQQX 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 NQQQX holdings, NQQQX sectors, or NQQQX dividends.

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