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Fact Sheets
Clark Davis
2024-08-19T12:26:53-06:00
Fact Sheets
(As of 3/31/20)
Fact Sheets
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Domestic
Shelton Core Value Fund (EQTIX)
S&P Midcap Index Fund (SPMIX)
S&P 500 Index Fund (SPFIX)
S&P SmallCap Index Fund (SMCIX)
Nasdaq-100 Index Fund (NASDX)
Shelton Green Alpha Fund (NEXTX)
Shelton Real Estate Income Fund (RENTX/RENIX)
International
Shelton International Select Equity Fund (SISLX/SISEX)
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Fixed Income
U.S. Government Securities Fund (CAUSX)
Green California Tax-Free Income Fund (CFNTX)
Specialty
Shelton Tactical Credit Fund (DEBTX/DEBIX)
Shelton BDC Income Fund (LOANX/LOAIX)
U.S. Treasury Trust (UTSXX)
Separately Managed Accounts
Shelton Covered ETF Portfolio Strategy
Shelton Municipal Bond Portfolio Strategy
Shelton Option Overlay Strategy
Shelton Equity Income Strategy
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