Shelton Real Estate Income Institutional (RENIX)

Morningstar®
NAV: $ -0.08
1 Month Total Return: 0.51%
As of 7:05 p.m. EDT on 6/1/2020
  • Overview
    • Category
      Open-End
    • Net Assets
      $4.45 mil
    • Min. Inv.
      $500,000
    • 1-Month Total Return
      8.91%
    • Expense Ratio
      1.17%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      2.47%
    • Turnover
      32.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-13.99%1Mth11.95%1Yr-5.84%3Yr1.89%5Yr3.99%10Yr9.24%
    % Rank in CatYTD621Mth891Yr653Yr625Yr7010Yrn/a
    # of Funds in CatYTD2501Mth2521Yr2453Yr2245Yr19910Yr136
  • 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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