Shelton Real Estate Income Institutional (RENIX)

Morningstar®
NAV: $0.00
1 Month Total Return: 1.69%
As of 7:05 p.m. EDT on 10/14/2019
  • Overview
    • Category
      Open-End
    • Net Assets
      $5.84 mil
    • Min. Inv.
      $500,000
    • 1-Month Total Return
      1.90%
    • Expense Ratio
      1.16%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      1.57%
    • Turnover
      38.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD26.59%1Mth2.41%1Yr24.48%3Yr8.46%5Yr8.53%10Yr11.94%
    % Rank in CatYTD631Mth761Yr693Yr855Yr6910Yrn/a
    # of Funds in CatYTD2571Mth2701Yr2553Yr2185Yr19410Yr132
  • Fund information

    Name of Issuer

    Shelton Capital Management

    Fund Inception

    6/4/2013

    Fund Managers

    • William Mock

    Primary Perspective Benchmark

    • S&P United States REIT TR USD
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