Shelton Real Estate Income Investor (RENTX)

Morningstar®
NAV: $0.12
1 Month Total Return: 5.19%
As of 7:05 p.m. EDT on 8/10/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $4.48 mil
    • Min. Inv.
      $1,000
    • 1-Month Total Return
      5.83%
    • Expense Ratio
      1.42%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      2.74%
    • Turnover
      32.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-11.17%1Mth6.43%1Yr-5.99%3Yr2.25%5Yr4.23%10Yr8.38%
    % Rank in CatYTD681Mth701Yr673Yr695Yr7010Yrn/a
    # of Funds in CatYTD2541Mth2571Yr2543Yr2225Yr19610Yr140
  • Fund information

    Name of Issuer

    Shelton Capital Management
    www.sheltoncap.com

    Fund Inception

    6/4/2013

    Fund Managers

    • William Mock

    Primary Perspective Benchmark

    • S&P United States REIT TR USD
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