Shelton Real Estate Income Investor (RENTX)

Morningstar®
NAV: $0.09
1 Month Total Return: 3.85%
As of 7:05 p.m. EST on 1/17/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $5.80 mil
    • Min. Inv.
      $1,000
    • 1-Month Total Return
      4.28%
    • Expense Ratio
      1.41%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      2.52%
    • Turnover
      38.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD2.04%1Mth5.47%1Yr22.46%3Yr8.82%5Yr5.90%10Yr11.56%
    % Rank in CatYTD951Mth871Yr493Yr835Yr5310Yrn/a
    # of Funds in CatYTD2691Mth2691Yr2563Yr2215Yr19710Yr136
  • 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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