Shelton Nasdaq-100 Index Investor (NASDX) Research
Under typical market circumstances, this fund's primary objective is to commit at least 80% of its total capital—including any funds borrowed for investment—to the specific equities that make up its benchmark index. Its investment approach is passive, meaning it aims to mirror the index's performance rather than actively selecting securities. The Nasdaq-100 Index, which serves as its benchmark, is composed of the one hundred largest non-financial corporations, both domestic and international, whose shares are publicly traded on The Nasdaq Stock Market, with their inclusion based on market capitalization.
Market snapshot
- Symbol
- NASDX
- Price
- $54.64
- Day change
- +2.48%
- Market cap
- $2.4B
- 52-week range
- 40.13-55.08
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AQR Large Cap Defensive Style Fund Class N (AUENX)
- BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX)
- Harbor Small Cap Growth Fund Investor Class (HISGX)
- Lord Abbett Developing Growth Fund Class R6 (LADVX)
- Optimum Large Cap Value Fund Class I (OILVX)
- AQR Large Cap Defensive Style Fund Class R6 (QUERX)
- Rydex NASDAQ-100 Fund Class A (RYATX)
- Rydex NASDAQ-100 Fund Class H (RYHOX)
Open Shelton Nasdaq-100 Index Investor (NASDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.