SPXKX Mutual Fund

SPXKX Mutual Fund (S&P 500 Index Fund Class K) is managed by Shelton Capital Management with $1.9M in net assets. SPXKX expense ratio is 0.92%, holding 513 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2003-10-16.

SPXKX performance shows a YTD return of 10.81%. The 1-year return is 11.28% and the 5-year return is 12.78%. SPXKX dividend yield stands at 2.82%, paid quarterly.

SPXKX top holdings include Nvidia Corp (8.1%), Apple Inc (7.1%), Microsoft Corp (5.6%), Amazon.Com Inc (3.6%), Alphabet Inc (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.