CAUKX – Shelton US Government Securities K Investment Strategy | Morningstar

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Strategy

The investment seeks liquidity, safety from credit risk and as high a level of income as is consistent with these objectives. The fund invests primarily in high-quality bonds whose interest is guaranteed by the full faith and credit of the United States government and its agencies or instrumentalities. Under normal market conditions, it is the fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in securities issued by the U.S. government and its agencies and instrumentalities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CAUSX	Shelton Capital Management U.S. Government Securities Fund Investor Shares	No Load	Open			Dec 4, 1985	$11.30M	0.760%	High	$1,000	−$1.63M
CAUKX	Shelton Capital Management U.S. Government Securities Fund Class K	Retirement, Medium	Open			Oct 16, 2003	$84,082.00	1.260%	High	$1,000	−$56,792.61

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