NDXKX Mutual Fund
NDXKX Mutual Fund
Nasdaq-100 Index Fund Class K
NDXKX Mutual Fund Overview
NDXKX Mutual Fund (Nasdaq-100 Index Fund Class K) is managed by Shelton Capital Management with $44.7M in net assets. NDXKX expense ratio is 0.77%, holding 103 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2003-10-16.
NDXKX performance shows a YTD return of 20.19%. The 1-year return is 33.91% and the 5-year return is 17.00%. NDXKX dividend yield stands at 2.99%, paid annually.
NDXKX top holdings include Nvidia Corp (8.3%), Apple Inc (7.5%), Microsoft Corp 4.100 Feb 06 37 (5.6%), Amazon.Com Inc (4.3%), Tesla, Inc. (3.9%). View all NDXKX holdings, sector breakdown, or dividend history.
NDXKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NDXKX alternatives are available via the screener, along with tax-loss harvesting opportunities.