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S&p 500 Index Fund Class K: (MF: SPXKX)

(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET

$81.03 USD

+1.22 (1.53%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for SPXKX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Shelton - S&P 500 Index K SPXKX NA NA 0.00 0.25 0.25 0.93

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Shelton - S&P 500 Index Fund S SPFIX 81.31 4/20/1992 0.83 15.77 16.63 15.33
Shelton - S&P 500 Index Fund K SPXKX 81.03 10/17/2003 0.40 15.20 16.05 14.83

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Shelton - S&P 500 Index K SPXKX 1000 100 1000 Q

Contact Information

Family Shelton
Address 1875 Lawrence Street, Suite 300
Denver, CO 80202
Phone 800 955-9988