Shelton Nasdaq-100 Index Investor (NASDX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.15: the stock has moved about 15% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerShelton Nasdaq-100 Index Investor (NASDX) trades at $55.43. Shelton Nasdaq-100 Index Investor (NASDX) is a passively managed fund that aims to replicate the performance of the Nasdaq-100 Index. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for NASDX: NASDX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Shelton Nasdaq-100 Index Investor (NASDX) Financial Services Profile
Shelton Nasdaq-100 Index Investor (NASDX) offers investors exposure to the Nasdaq-100 Index, comprising 100 of the largest non-financial companies listed on the Nasdaq, through a passively managed fund with a focus on mirroring the index's performance and maintaining a cost-effective investment vehicle.
What Is the Investment Thesis for NASDX?
NASDX provides a straightforward investment vehicle for investors seeking exposure to the Nasdaq-100 Index. With a market capitalization of $2.02 billion and a beta of 1.15, NASDX offers a way to track the performance of leading non-financial companies listed on the Nasdaq. The fund's passive management strategy aims to mirror the index's returns, providing diversification across a range of prominent companies. A key value driver is the continued growth and innovation within the technology sector, which heavily influences the Nasdaq-100. However, investors may want to evaluate the potential impact of market volatility and economic downturns on the fund's performance. As a passively managed fund, NASDX's returns are directly tied to the performance of the Nasdaq-100 Index.
Based on FMP financials and quantitative analysis
NASDX Key Highlights
NASDX is a passively managed fund designed to track the Nasdaq-100 Index.
- The fund invests at least 80% of its total assets in stocks comprising the Nasdaq-100 Index.
- NASDX offers investors exposure to 100 of the largest non-financial companies listed on The Nasdaq Stock Market.
- The fund's market capitalization is $2.02 billion.
- NASDX has a beta of 1.15, indicating its volatility relative to the market.
Who Are NASDX's Competitors?
NASDX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AUENX AQR Large Cap Defensive Style Fund Class N | $19.47 | +0.26% | $1.11B | — |
| DGAGX BNY Mellon Appreciation Fund, Inc. Investor Shares | $37.91 | +0.99% | $1.91B | — |
| HISGX Harbor Small Cap Growth Fund Investor Class | $12.64 | +1.20% | $2.79B | — |
| LADVX Lord Abbett Developing Growth Fund Class R6 | $40.04 | +1.32% | $2.41B | — |
| OILVX Optimum Large Cap Value Fund Class I | $21.59 | +0.47% | $1.81B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NASDX's Key Strengths?
Low expense ratio due to passive management.
- Diversified exposure to leading technology and growth companies.
- Transparent investment strategy tied to the Nasdaq-100 Index.
- Established track record of tracking the index's performance.
What Are NASDX's Weaknesses?
Limited upside potential compared to actively managed funds.
- Vulnerability to market downturns and volatility.
- Lack of flexibility to deviate from the index's composition.
- No dividend yield.
What Are the Key Risks for NASDX?
Market volatility and economic downturns negatively impacting the performance of the Nasdaq-100 Index.
- Increased competition from other index funds and ETFs, leading to lower fees and margins.
- Changes in the composition or methodology of the Nasdaq-100 Index, affecting the fund's returns.
- Dependence on the performance of a concentrated group of technology and growth companies.
- Lack of dividend yield, making the fund less attractive to income-seeking investors.
What Are NASDX's Competitive Advantages?
- Low cost: NASDX's passive management strategy results in lower expenses compared to actively managed funds.
- Diversification: The fund provides exposure to a broad range of leading technology and growth companies.
- Brand recognition: The Nasdaq-100 Index is a well-known and respected benchmark.
What Does NASDX Do?
Shelton Nasdaq-100 Index Investor (NASDX) is a passively managed investment fund designed to track the performance of the Nasdaq-100 Index. Established to provide investors with convenient access to a portfolio mirroring the index, NASDX invests at least 80% of its total assets in the stocks that constitute the Nasdaq-100. The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market, selected based on market capitalization. The fund's passive management strategy aims to replicate the index's returns, offering investors a cost-effective way to participate in the growth of leading technology and other non-financial sector companies. NASDX does not actively select individual stocks but rather seeks to mirror the index's composition, providing diversification across a range of prominent companies. The fund's investment approach is designed to provide investors with returns that closely align with the Nasdaq-100 Index, before fees and expenses.
What Products and Services Does NASDX Offer?
- NASDX is a passively managed fund.
- It tracks the performance of the Nasdaq-100 Index.
- The fund invests primarily in the stocks comprising the Nasdaq-100 Index.
- It provides investors with exposure to 100 of the largest non-financial companies listed on The Nasdaq Stock Market.
- NASDX aims to replicate the index's returns.
- The fund offers a cost-effective way to invest in leading technology and growth companies.
How Does NASDX Make Money?
- NASDX generates revenue through management fees charged to investors.
- The fund's expenses are relatively low due to its passive management strategy.
- NASDX's profitability is tied to the size of its asset base and the performance of the Nasdaq-100 Index.
What Industry Does NASDX Operate In?
NASDX operates within the asset management industry, specifically focusing on passively managed index funds. The market for index funds has grown significantly, driven by investors seeking low-cost, diversified investment options. The competitive landscape includes other funds that track the Nasdaq-100 Index, as well as broader market index funds. NASDX's performance is directly tied to the performance of the Nasdaq-100, making it sensitive to trends in the technology and consumer discretionary sectors. The asset management industry is influenced by factors such as market volatility, interest rates, and regulatory changes.
Who Are NASDX's Key Customers?
- Individual investors seeking exposure to the Nasdaq-100 Index.
- Institutional investors looking for a cost-effective way to track the index.
- Financial advisors using NASDX as a core holding in client portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
NASDX Financials
Bull Case vs Bear Case
Bull Case
- Low expense ratio due to passive management.
- Diversified exposure to leading technology and growth companies.
- Transparent investment strategy tied to the Nasdaq-100 Index.
- Established track record of tracking the index's performance.
Bear Case
- Limited upside potential compared to actively managed funds.
- Vulnerability to market downturns and volatility.
- Lack of flexibility to deviate from the index's composition.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
NASDX Latest News
No recent news available for NASDX.
NASDX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for NASDX.
Price Targets
Wall Street price target analysis for NASDX.
NASDX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for NASDX; grades run from A+ (80-100) to F (below 30).
NASDX Financials Stock FAQ
What does Shelton Nasdaq-100 Index Investor do?
Shelton Nasdaq-100 Index Investor (NASDX) is a passively managed fund designed to replicate the performance of the Nasdaq-100 Index. The fund invests at least 80% of its total assets in the stocks that comprise the index, providing investors with exposure to 100 of the largest non-financial companies listed on The Nasdaq Stock Market.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on publicly available data and is for informational purposes only. It is not intended as investment advice.