NASDAQ-100 Index Fund (NASDX)

Fund Objective

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®.

Strategy Highlights

  • Invests in the largest domestic and international nonfinancial companies listed on the Nasdaq exchange
  • Seeks high correlation to the index

Overall Morningstar RatingTM

morning star rating NASDX

NASDX received an Overall Morningstar Rating of 5 stars among 1,076 Large Growth funds, based on the risk-adjusted returns, as of 9/30/2024.* Important Information for Morningstar® Rating

Literature and Fund Information

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Fund Information

Shelton Nasdaq 100 Index Fund

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Fund Management

2 Steve Rogers
CEO

Steve Rogers
2 Tony Jacoby
Portfolio Manager

Tony Jacoby, CFA
2 Steve Rogers

CEO

Steve Rogers

Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.

 

2 Tony Jacoby

Portfolio Manager

Tony Jacoby, CFA

Tony Jacoby, CFA, joined Shelton Capital Management in November 2017. He earned a B.A. in Economics and a M.S. in Applied Mathematics with an Option in Applied Probability and Uncertainty Quantification from the University of Colorado.

Important Information

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

*The fund’s Morningstar three-, five-, ten-year ratings respectively, 4 stars, 5 stars, 5 stars among 1,076, 1,005, 788 funds.

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 has been among the most volatile 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.

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.