NQQQX Mutual Fund

NQQQX Mutual Fund (Nasdaq-100 Index Fund Class Institutional) is managed by Shelton Capital Management with $113.2M in net assets. NQQQX expense ratio is 0.27%, holding 103 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2022-03-07.

NQQQX performance shows a YTD return of 12.54%. The 1-year return is 22.73% and the 5-year return is 14.25%. NQQQX dividend yield stands at 3.41%, paid quarterly.

NQQQX 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 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.