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SMTQX

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Analysis and statistics

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About

SMTQX.US refers to the Shelton Nasdaq-100 Index Fund, a mutual fund managed by Shelton Capital Management. The fund seeks to track the investment results of the Nasdaq-100 Index, which includes 100 of the largest domestic and international non-financial companies listed on the Nasdaq Stock Market. The fund primarily invests in the stocks that make up the Nasdaq-100 Index, aiming to provide investors with exposure to a portfolio of growth-oriented companies in sectors like technology, consumer discretionary, and telecommunications. As a mutual fund, it allows investors to pool their money together to invest in a diversified portfolio, and it is subject to the standard risks associated with equity investments, including market volatility and potential loss of principal.
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Factors

Fund Performance: SMTQX's net asset value (NAV) fluctuates based on the underlying securities' performance.

Market Conditions: Overall market trends, economic data, and investor sentiment impact fund holdings.

Interest Rates: Changes in interest rates can influence the value of fixed-income assets within the fund.

Expense Ratio: The fund's operational costs and management fees affect its net returns.

Fund Flows: Significant investor purchases or redemptions can cause short-term price movements.

Specific Holdings: Performance of individual stocks or bonds held within the fund impacts NAV.

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