Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Shelton Mutual Funds
View all of Shelton’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Shelton Mutual Funds List
1 to 23 of 23 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Shelton Capital Management U.S. Government Securities Fund Investor Shares | CAUSX | Long Government | −4.04% | 7 | 0.760% | High | No Load | $1,000 | ||
| Shelton Capital Management U.S. Government Securities Fund Class K | CAUKX | Long Government | −4.50% | 8 | 1.260% | High | Retirement, Medium | $1,000 | ||
| Shelton Capital Management Nasdaq-100 Index Fund Investor Shares | NASDX | Large Growth | 22.23% | 8 | 0.520% | Below Average | Institutional | $500,000 | ||
| Shelton Capital Management Nasdaq-100 Index Fund Class K | NDXKX | Large Growth | 22.01% | 8 | 0.770% | Low | Retirement, Medium | $1,000 | ||
| Shelton Capital Management S&P 500 Index Fund Investor Shares | SPFIX | Large Blend | 13.39% | 43 | 0.420% | Below Average | No Load | $1,000 | ||
| Shelton Equity Income Fund Class K | EQTKX | Derivative Income | 11.94% | 36 | 1.140% | Low | Retirement, Medium | $1,000 | ||
| Shelton Capital Management Nasdaq-100 Index Fund Institutional Shares | NQQQX | Large Growth | 22.45% | 7 | 0.270% | Low | Institutional | $10M | ||
| Shelton Equity Income Fund Investor Shares | EQTIX | Derivative Income | 12.34% | 33 | 0.640% | Low | No Load | $1,000 | ||
| Shelton Emerging Markets Fund Institutional Shares | EMSQX | Diversified Emerging Mkts | 21.38% | 60 | 1.230% | High | Institutional | $500,000 | ||
| Shelton Capital Management S&P 500 Index Fund Class K | SPXKX | Large Blend | 12.97% | 49 | 0.920% | Low | Retirement, Medium | $1,000 | ||
| Shelton Tactical Credit Investor | DEBTX | Nontraditional Bond | — | 0.03% | 64 | 0.990% | Average | No Load | $1,000 | |
| Shelton Capital Management S&P Midcap Index Fund Investor Shares | SPMIX | Mid-Cap Blend | 12.05% | 47 | 0.630% | Low | No Load | $1,000 | ||
| Shelton International Select Equity Fund Investor Class | SISLX | Foreign Large Blend | 13.88% | 25 | 1.240% | High | No Load | $1,000 | ||
| Shelton International Select Equity Fund Institutional Class | SISEX | Foreign Large Blend | 14.08% | 24 | 1.240% | High | Institutional | $500,000 | ||
| Shelton Tactical Credit Institutional | DEBIX | Nontraditional Bond | — | 0.18% | 59 | 0.740% | Below Average | Institutional | $500,000 | |
| Shelton Emerging Markets Fund Investor Shares | EMSLX | Diversified Emerging Mkts | 21.18% | 62 | 1.230% | Above Average | No Load | $1,000 | ||
| Shelton Capital Management S&P Midcap Index Fund Class K | MIDKX | Mid-Cap Blend | 11.65% | 55 | 1.130% | Below Average | Retirement, Medium | $1,000 | ||
| Shelton Sustainable Equity Fund Institutional Shares | NEXIX | Mid-Cap Growth | 6.94% | 50 | 1.010% | High | Institutional | $1,000 | ||
| Shelton Sustainable Equity Fund Investor Shares | NEXTX | Mid-Cap Growth | 6.76% | 52 | 1.260% | High | No Load | $1,000 | ||
| Shelton Capital Management S&P Smallcap Index Fund Investor Shares | SMCIX | Small Blend | 15.89% | 40 | 0.860% | Below Average | No Load | $1,000 | ||
| Green California Tax-Free Income Fund Investor Shares | CFNTX | Muni California Intermediate | — | −4.52% | 100 | 0.810% | High | No Load | $1,000 | |
| Shelton Capital Management S&P Smallcap Index Fund Class K | SMLKX | Small Blend | 15.43% | 43 | 1.360% | Average | Retirement, Medium | $1,000 | ||
| Shelton Capital Management The United States Treasury Trust Investor Shares | UTSXX | Money Market-Taxable | — | 2.21% | — | 0.880% | — | — | $1,000 |
Shelton Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States