Shelton Real Estate Income Investor (RENTX)

Morningstar®
NAV: $0.02
1 Month Total Return: 1.72%
As of 7:05 p.m. EDT on 10/11/2019
Print
  • Overview
    • Category
      Open-End
    • Net Assets
      $5.86 mil
    • Min. Inv.
      $1,000
    • 1-Month Total Return
      1.72%
    • Expense Ratio
      1.41%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      1.69%
    • Turnover
      38.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD26.48%1Mth1.87%1Yr24.24%3Yr9.07%5Yr8.93%10Yr12.15%
    % Rank in CatYTD651Mth611Yr693Yr885Yr7710Yrn/a
    # of Funds in CatYTD2631Mth2761Yr2613Yr2245Yr20010Yr137
  • 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
© 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...

More Open-End REIT funds