Shelton Nasdaq-100 Index Fund (NASDX)

Overall Morningstar Rating


NASDX received an Overall Morningstar Rating of 5 stars among 1,117 Large Growth funds, based on risk-adjusted returns, as of 11/30/2021.

Important information for Morningstar® Rating

Nasdaq-100 Index Video

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Tracking the Index

With over $1.3 billion in assets, the Fund’s investment objective is to attempt to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100® Index.

CEO Steve Rogers Joins Nasdaq Trade Talks

Shelton Capital CEO Steve Rogers recently joined Jill Malandrino on Nasdaq Trade Talk to discuss the Shelton Nasdaq-100 Index Fund (NASDX) and how investors can access the Nasdaq-100 in their 401(k) accounts.

Seven Consecutive Years of Awards

The Shelton Nasdaq-100 Index Fund (NASDX) has won seven consecutive Refinitiv Lipper Fund Awards for providing consistently strong, risk-adjusted performance relative to its Large-Cap Growth peers for the 10-year period.

Fund Management

Important Information

An investment in the Fund involves risk, including possible loss of principal. Fund information is not intended to represent future portfolio coposition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.

The Fund invests in the largest non-financial companies that are traded on the Nasdaq Stock Market. They are currently concentrated in the technology sector which as been among the volitale sectors of the U.S. stock market. During a declining stock market, this fund would lose money. It would potentially lose more money than other large cap funds.

Literature and Fund Information

Account Application Form

Fun Fact Sheet


Semi-Annual Report


Download all NASDAQ-100 Index Fund Files

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Overall Morningstar RatingTM

NASDX received an Overall Morningstar Rating of 5 stars among 1,116 Large Growth funds, based on risk-adjusted returns, as of 12/31/2021.
Important Information for Morningstar® Rating >

Nasdaq®, Nasdaq-100® and Nasdaq-100 Index® are trade or service marks of The Nasdaq Stock Market, Inc. which with its affiliates are the “Corporations”) and are licensed for use by the Fund. The Fund has not been passed on by the Corporations as to their legality or suitability. The Fund is not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the Fund.