SPXKX Mutual Fund

SPXKX Mutual Fund (S&P 500 Index Fund Class K) is managed by Shelton Capital Management with $2.0M in net assets. SPXKX expense ratio is 0.92%, holding 506 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2003-10-16.

SPXKX performance shows a YTD return of 9.34%. The 1-year return is 18.59% and the 5-year return is 13.54%. SPXKX dividend yield stands at 2.87%, paid quarterly.

SPXKX top holdings include Nvidia Corp. (7.2%), Apple, Inc (6.5%), Microsoft Corp (4.9%), Amazon.Com Inc (3.4%), Alphabet Inc. C (3.0%). Go to all SPXKX holdings, SPXKX sectors, or SPXKX dividends.

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