SPFIX
Shelton S&P 500 Index Investor
1W: -1.0%
1M: -0.2%
3M: +1.6%
YTD: +11.7%
1Y: +14.2%
3Y: +51.0%
5Y: +37.3%
$94.34
+0.69 (+0.74%)
Weekly Expected Move ±1.4%
$91
$92
$94
$95
$96
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20 peers by holdings overlap (504 holdings)
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
99.0%
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SPINX
SEI S&P 500 Index A (SIIT)
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FXAIX
Fidelity 500 Index Fund
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NEIAX
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SVSPX
State Street S&P 500 Index Fund Class N
98.4%
Shared491 holdings
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Price$315.37
VINIX
Vanguard Institutional Index Fund Institutional Shares
97.2%
Shared493 holdings
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AUM$360.4B
Price$618.19
VFINX
Vanguard 500 Index Fund
97.2%
Shared493 holdings
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AUM$1.7T
Price$712.84
NOSIX
Northern Stock Index Fund
97.1%
Shared494 holdings
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FDFIX
Fidelity Flex 500 Index Fund
96.8%
Shared440 holdings
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PREIX
T. Rowe Price Equity Index 500 Fund
96.4%
Shared488 holdings
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AUM$41.0B
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SSPIX
SEI Institutional Managed Trust S&P 500 Index Fund Class F
96.4%
Shared490 holdings
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AUM$1.1B
Price$114.75
SFAAX
Allspring Index Asset Allocation Fund Class A
96.4%
Shared488 holdings
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Price$40.40
SBSPX
Franklin S&P 500 Index Fund Class A
96.4%
Shared488 holdings
Total501
AUM$885M
Price$59.92
PSIAX
PGIM Quant Solutions Stock Index Fund
96.0%
Shared488 holdings
Total502
AUM$934M
Price$53.41
SSEYX
State Street Equity 500 Index II
95.2%
Shared488 holdings
Total502
AUM$26.0B
Price$700.82
PLFMX
Principal LargeCap S&P 500 Index Fund
93.5%
Shared493 holdings
Total502
AUM$11.0B
Price$36.76
GRMAX
Nationwide S&P 500 Index Fund
93.0%
Shared487 holdings
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AUM$1.8B
Price$34.16
MYSPX
MainStay S&P 500 Index Fund Investor Class
93.0%
Shared487 holdings
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AUM$2.1B
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PEOPX
BNY Mellon S&P 500 Index Fund
93.0%
Shared487 holdings
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AUM$2.8B
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DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
93.0%
Shared487 holdings
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AUM$1.4B
Price$50.72
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPFIX | $338M | 499 | 35.8% | 15.1 | 4.1 | 4.0 | 31.0% | 26.2% | 1.39% | +21.6% | +37.1% | 56.8 | 6.3 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| SPINX | $4.4B | 501 | 35.6% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.4% | 57.5 | 6.3 |
| FXAIX | $840.3B | 501 | 36.4% | 15.1 | 4.1 | 4.0 | 31.0% | 26.2% | 1.38% | +21.6% | +37.0% | 56.8 | 6.3 |
| NEIAX | $3.1B | 500 | 35.9% | 15.1 | 4.1 | 4.0 | 31.0% | 26.2% | 1.38% | +21.6% | +37.0% | 56.8 | 6.3 |
| SVSPX | $1.7B | 501 | 36.4% | 15.1 | 4.1 | 4.0 | 31.0% | 26.2% | 1.38% | +21.6% | +36.9% | 56.8 | 6.3 |
| VINIX | $360.4B | 501 | 36.5% | 15.2 | 4.1 | 3.9 | 30.6% | 25.8% | 1.38% | +21.6% | +37.6% | 56.8 | 6.3 |
| VFINX | $1.7T | 501 | 36.5% | 15.2 | 4.1 | 3.9 | 30.6% | 25.8% | 1.38% | +21.6% | +37.6% | 56.8 | 6.3 |
| NOSIX | $20.0B | 501 | 35.9% | 15.2 | 4.1 | 3.9 | 30.6% | 25.8% | 1.38% | +21.7% | +37.6% | 56.8 | 6.3 |
| FDFIX | $9.4B | 506 | 36.0% | 15.1 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +21.6% | +36.5% | 56.5 | 6.2 |
| PREIX | $41.0B | 501 | 36.4% | 15.2 | 4.1 | 3.9 | 30.6% | 25.8% | 1.38% | +21.7% | +37.6% | 56.7 | 6.3 |