SPFIX

Shelton S&P 500 Index Investor ^SPFIX

SPFIX
Shelton S&P 500 Index Investor PRJPX
T. Rowe Price Japan ACUSX
Advisors Capital Total Return – Equity WFIVX
FT Wilshire 5000 Index Invmt PIGDX
Federated Hermes International Growth Fund Class IS ZTR
Virtus Total Return Fund Inc. SEEKX
Steward Large Cap Enhanced Index Fund A ARTZX
Artisan Sustainable Emerging Markets Fund - Investor Shares PFPFX
Poplar Forest Partners Fund Class A JICAX
JPMorgan Intrepid Sustainable Equity Fund - A Class

Net profit

EBITDA

P/E Ratio

Capitalization

Performance

Periode	SPFIX	PRJPX	ACUSX	WFIVX	PIGDX	ZTR	SEEKX	ARTZX	PFPFX	JICAX
6M	9.88 %	-1.10 %	9.96 %	4.76 %	3.90 %	2.20 %	12.25 %	15.90 %	6.50 %	1.91 %
YTD	13.38 %	14.57 %	13.71 %	7.68 %	20.06 %	6.36 %	16.56 %	38.39 %	13.32 %	3.78 %
1Y	9.71 %	6.32 %	11.09 %	3.35 %	12.91 %	4.24 %	4.41 %	33.22 %	10.74 %	-0.54 %
3Y	37.16 %	8.73 %	47.89 %	42.49 %	28.85 %	-7.31 %	2.30 %	68.75 %	8.56 %	52.17 %
5Y	38.52 %	-33.15 %	40.20 %	42.66 %	-3.18 %	-26.95 %	-19.97 %	24.62 %	29.24 %	60.55 %
10Y	109.39 %	28.83 %	40.20 %	97.64 %	70.60 %	-47.14 %	8.89 %	129.43 %	36.11 %	140.56 %
From the beginning	736.10 %	34.50 %	40.20 %	251.80 %	70.60 %	-84.23 %	60.16 %	35.05 %	118.16 %	246.09 %

Dividend

Shelton S&P 500 Index Investor

T. Rowe Price Japan

Advisors Capital Total Return – Equity

FT Wilshire 5000 Index Invmt

Federated Hermes International Growth Fund Class IS

Virtus Total Return Fund Inc.

Steward Large Cap Enhanced Index Fund A

Artisan Sustainable Emerging Markets Fund - Investor Shares

Poplar Forest Partners Fund Class A

JPMorgan Intrepid Sustainable Equity Fund - A Class