Top 4 Shelton Capital Management Funds

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Shelton Capital Management Funds

  • Net Assets
  • $1.49 B
  • Oldest Fund Launched In
  • 1985
  • # of Funds | Share Classes
  • 14 | 27
  • AVG Manager Tenure
  • 13.4 years
  • Expense range
  • 0.5% to 2.3% AVG: 1.1%
  • % of no load funds
  • 81%

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Overview

This is a list of Shelton Capital Management Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Shelton Capital Management Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Shelton Capital Management Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Shelton Capital Management Funds.

Dividend

This page includes relevant dividend information on Shelton Capital Management Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Shelton Capital Management Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Shelton Capital Management Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Shelton Capital Management Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
Shelton Capital Management Nasdaq-100 Index Fund Other (NASDX) U.S. Large-Cap Growth Equity $628.27 18.03% 30.56% 0.74% 15.93
Shelton Capital Management S&P 500 Index Fund Other (SPFIX) U.S. Large-Cap Blend Equity $189.48 10.80% 56.23% 0.50% 15.93
Shelton Capital Management Core Value Fund No Load (EQTIX) U.S. Large-Cap Value Equity $148.60 5.68% 63.14% 0.82% 15.93
Shelton Capital Management S&P Midcap Index Fund Other (SPMIX) U.S. Mid-Cap Blend Equity $108.75 6.99% 55.69% 0.67% 15.93
Shelton Tactical Credit Fund Inv (DEBTX) Total Bond Market $96.93 1.13% 89.54% 1.89% 5.97
Shelton Capital Management S&P Smallcap Index Fund Other (SMCIX) U.S. Small-Cap Blend Equity $64.99 3.75% 46.10% 0.81% 15.93
Green California Tax-Free Income Fund No Load (CFNTX) California Municipal Bond $62.86 3.02% 96.39% 0.77% 15.93
Shelton International Select Equity Fund Inst (SISEX) International and Foreign Large-Cap Blend Equity $59.80 16.49% 9.06% 1.36% 10.95
Shelton Green Alpha Fund Other (NEXTX) FAANG Equity $56.87 28.52% 1.60% 1.34% 6.72
Shelton Capital Management The United States Treasury Trust Other (UTSXX) Money Market $40.58 0.00% 81.10% 0.77% 15.93
Shelton Capital Management U.S. Government Securities Fund No Load (CAUSX) Short-Term Government Bond $19.03 4.40% 4.17% 0.99% 15.93
Shelton BDC Income Fund Adv (LOAIX) Financials Equity $6.55 5.13% 80.77% 1.78% 2.67
Shelton Capital Management Short-Term U.S. Government Bond Fund Other (STUSX) Short-Term Government Bond $5.84 1.29% 62.50% 1.38% 15.93
Shelton Real Estate Income Fund Inst (RENIX) Real Estate $5.79 14.99% 27.07% 2.02% 1.59
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

Shelton Capital Management is a company that sells mutual funds with $1,494M in assets under management. The average expense ratio from all mutual funds is 1.05%. 81.48% of all the mutual funds are no load funds. The oldest fund launched was in 1985. The average manager tenure for all managers at Shelton Capital Management is 13.44 years. The company offers investors 14 mutual funds, in terms of the number of individual fund symbols.


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