Shelton Real Estate Income Institutional (RENIX)

Morningstar®
NAV: $0.01
1 Month Total Return: 4.19%
As of 7:05 p.m. EDT on 8/14/2020
  • Overview
    • Category
      Open-End
    • Net Assets
      $4.35 mil
    • Min. Inv.
      $500,000
    • 1-Month Total Return
      4.19%
    • Expense Ratio
      1.17%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      2.78%
    • Turnover
      32.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-12.04%1Mth6.34%1Yr-8.04%3Yr2.49%5Yr3.81%10Yr8.71%
    % Rank in CatYTD691Mth801Yr673Yr695Yr6610Yrn/a
    # of Funds in CatYTD2471Mth2491Yr2473Yr2155Yr19010Yr134
  • 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
© 2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its current providers; (2) may not be copied or distributed; and (3)is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee for future results.
The information on this Site is for informational purposes only and the Site is not intended to be a solicitation related to any particular company, nor does Nareit intend to provide investment, financial, legal or tax advice. More...