What is Shelton S&P 500 Index Investor (SPFIX)?

Shelton S&P 500 Index Investor (SPFIX) is a stock in the Financial Services sector, Asset Management industry. View full analysis on Stocks360.

What is the current price of SPFIX?

The current price of SPFIX is $94.40. Prices are updated in real time on Stocks360.

What is SPFIX's market capitalization?

SPFIX's market capitalization is $342,825,966.00, placing it in the small-cap tier.

Shelton S&P 500 Index Investor (SPFIX)

Stock analysis · NASDAQ · Financial Services · Asset Management

$94.40

Market Cap

$342.83M

PE (TTM)

N/A

EPS (TTM)

N/A

Dividend Yield

N/A

Beta

0.91

Day Range

$94.40 – $94.68

52-wk Range

$77.75 – $95.52

Avg Volume

N/A

Volume

0.00

Shelton S&P 500 Index Investor (SPFIX) is a publicly traded company in the Financial Services sector. Latest price: $94.40. Market cap $342.83M. Sign in to Stocks360 for full DCF valuation, fundamentals, technicals, and AI-driven analysis.

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1-Year Price

2025-10-30 · $85.74 2026-10-29 · $94.40 (+10.10%)

Proprietary Signals

Signal snapshot temporarily unavailable.

About Shelton S&P 500 Index Investor

This fund aims to mirror the performance of the S&P 500 Index, which itself comprises the common shares of 500 premier U.S. corporations spanning a diverse array of industries. Operating under a passive management strategy, the fund does not engage in active stock selection. Instead, its primary objective is to hold the same constituent stocks as the index, ensuring that the proportional weighting of each security within the fund closely mirrors that of the benchmark. A core policy dictates that at least 80% of its total assets—including any capital acquired through borrowing for investment—will be allocated to the underlying equities of the S&P 500 Index.