Shelton Capital Management Surpasses $4 Billion AUM Mark
Denver, September 28, 2021 – Shelton Capital Management, a multi-strategy investment manager, today announced that assets under management (AUM) in its suite of mutual funds and separately managed accounts have exceeded $4 billion.
Crossing $4 billion in AUM coincides with other important milestones at Shelton Capital Management, including adding key employee talent and expanding the firm’s small business 401(k) offering. It also reflects strong investment performance by Shelton Capital Management’s skilled portfolio teams, which manage six top-ranked funds by Morningstar, as well as significant advisor interest in its unique investment line-up.
“This milestone represents a significant accomplishment for our team at Shelton,” said Steve Rogers, CEO of Shelton Capital Management. “Our team has attained an average growth rate of roughly 20% per year for the last 10 years and we’re actively looking for people that want to be part of our special growth story.”
Shelton Capital Management offers a wide selection of specialized mutual funds and separately managed accounts. Investment solutions include fixed income and option overlay strategies, international and sustainable investments, as well as diversified mutual fund offerings across a broad spectrum of asset classes. Several funds received an Overall Morningstar RatingTM of 4 or 5 stars based on risked adjusted returns, as of 8/31/2021, including:
Overall Morningstar Rating of 5 Stars
- Shelton International Select Equity Fund (SISEX), Foreign Large Blend Category – 683 Funds
- Shelton Nasdaq-100 Index Fund (NASDX), Large Growth Category – 1,128 Funds
- Shelton Green Alpha Fund (NEXTX), Mid-Cap Growth Category – 548 Funds
Overall Morningstar Rating of 4 Stars
- Shelton Equity Income Fund (EQTIX), Large Value Category – 1,148 Funds
- Shelton S&P 500 Index Fund (SPFIX), Large Blend Category – 1,254 Funds
- S&P SmallCap Index Fund (SMCIX), Small Blend Category – 603 Funds
About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager with fund administration and digital marketing expertise. With a determined focus on growth, Shelton is active in acquisitions and fund consolidations. Shelton Capital Management has expertise in mutual fund and separately managed account advisor mergers and has completed seven transactions with the goal of improving the financial and economic performance of partner firms. Shelton manages over $4 billion of assets as of 9/24/2021. For additional information, visit http://sheltoncap.com.
Important Information
It is possible to lose money by investing in a fund. Past performance does not guarantee future results. Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.
Distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. The Shelton Green Alpha Fund is distributed by RFS Partners. Green Alpha Advisors is not affiliated with either RFS Partners or Shelton Capital Management
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
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