Shelton Real Estate Income Institutional (RENIX)

Morningstar®
NAV: $ -0.12
1 Month Total Return: 0.97%
As of 7:05 p.m. EDT on 10/20/2020
  • Overview
    • Category
      Open-End
    • Net Assets
      $4.11 mil
    • Min. Inv.
      $500,000
    • 1-Month Total Return
      1.48%
    • Expense Ratio
      1.17%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      2.99%
    • Turnover
      32.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-12.64%1Mth0.65%1Yr-13.21%3Yr1.37%5Yr3.25%10Yr7.32%
    % Rank in CatYTD691Mth171Yr643Yr705Yr6610Yrn/a
    # of Funds in CatYTD2521Mth2541Yr2523Yr2245Yr19810Yr141
  • 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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