The Lack of Nasdaq-100© Products in 401(k) Plan Offerings and Why It Matters
Despite strong interest from 401(k) plan participants in Nasdaq-100 investment options, few plans include them today.
Despite strong interest from 401(k) plan participants in Nasdaq-100 investment options, few plans include them today.
Nasdaq-100-based products, like Shelton Capital Management's index fund, NASDX, can be a part of investors' portfolios as a large-cap growth strategy. This includes the institutional share class, NQQQX, surfacing as a new investment option in 401(k) plans
Plan participants report the Nasdaq-100 as valuable for a 401(k)-investment option.
The Nasdaq-100 may be volatile, but the writing on the wall shows the index returning nearly triple the amount of the S&P 500 over the last 30 years.
As the Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed.
The results of a new survey suggest that there is growing demand among retirement plan participants for access to the Nasdaq-100 Index in 401(k) plans.
Steve Rogers, CEO of Shelton Capital Management, explains key findings with the National Association of Plan Advisors (NAPA) from the SCM Annual Nasdaq-100 Retirement Survey showing plan participants are increasingly eager to include the Nasdaq-100 in their 401(k) plans.
Steve Rogers, CEO, Shelton Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why he selects investment products linked to the Nasdaq-100 for client portfolios, especially for retirement accounts.
The Shelton Nasdaq-100 Index Fund (ticker: NASDX) has been recognized among Investor's Business Daily Best Index Funds for 2025
The Shelton Nasdaq-100 Index Fund (ticker: NASDX) has been recognized among their top Large Cap Funds with a 17.79% 10-year annualized return (TTM from M* ending on 12/31/24).