SPXKX Mutual Fund (S&P 500 Index Fund Class K) is managed by Shelton Capital Management with $1.9M in net assets. SPXKX expense ratio is 0.92%, holding 506 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2003-10-16.

SPXKX performance shows a YTD return of 9.44%. The 1-year return is 21.27% and the 5-year return is 14.09%. SPXKX dividend yield stands at 2.80%, paid quarterly.

SPXKX top holdings include Nvidia Corp. (7.2%), Apple, Inc (6.5%), Microsoft Corp 4.100 Feb 06 37 (4.9%), Amazon.Com Inc (3.4%), Alphabet Inc. C (3.0%). View all SPXKX holdings, sector breakdown, or dividend history.

SPXKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPXKX alternatives are available via the screener, along with tax-loss harvesting opportunities.