Shelton Funds Financial Statements From 2010 to 2024

NQQQX Fund  USD 42.15  0.24  0.57%   
Shelton Funds financial statements provide useful quarterly and yearly information to potential Shelton Funds investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Shelton Funds financial statements helps investors assess Shelton Funds' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Shelton Funds' valuation are summarized below:
Shelton Funds does not presently have any fundamental trend indicators for analysis.
Check Shelton Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Shelton Funds' main balance sheet or income statement drivers, such as , as well as many indicators such as . Shelton financial statements analysis is a perfect complement when working with Shelton Funds Valuation or Volatility modules.
  
This module can also supplement various Shelton Funds Technical models . Check out the analysis of Shelton Funds Correlation against competitors.

Shelton Funds Mutual Fund Annual Yield Analysis

Shelton Funds' Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Shelton Funds Annual Yield

    
  0 %  
Most of Shelton Funds' fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Shelton Funds is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Shelton Funds has an Annual Yield of 0.0049%. This is much higher than that of the Shelton Capital Management family and significantly higher than that of the Large Growth category. The annual yield for all United States funds is notably lower than that of the firm.

Shelton Funds Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Shelton Funds's current stock value. Our valuation model uses many indicators to compare Shelton Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Shelton Funds competition to find correlations between indicators driving Shelton Funds's intrinsic value. More Info.
Shelton Funds is number one fund in annual yield among similar funds. It also is number one fund in net asset among similar funds making up about  303,562,657,959  of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Shelton Funds' earnings, one of the primary drivers of an investment's value.

About Shelton Funds Financial Statements

Shelton Funds investors use historical fundamental indicators, such as Shelton Funds' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Shelton Funds. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the funds policy to invest at least 80 percent of its total assets in the stocks comprising the index. It is passively managed. The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Shelton Mutual Fund

Shelton Funds financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton Funds security.
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