Fact Sheets

(As of 3/31/20)

Fact Sheets PDF
Domestic
Shelton Core Value Fund (EQTIX) pdf DL
S&P Midcap Index Fund (SPMIX) pdf DL
S&P 500 Index Fund (SPFIX) pdf DL
S&P SmallCap Index Fund (SMCIX) pdf DL
Nasdaq-100 Index Fund (NASDX) pdf DL
Shelton Green Alpha Fund (NEXTX) pdf DL
Shelton Real Estate Income Fund (RENTX/RENIX) pdf DL
International
Shelton International Select Equity Fund (SISLX/SISEX) pdf DL
Literature Downloads PDF
Fixed Income
U.S. Government Securities Fund (CAUSX) pdf DL
Green California Tax-Free Income Fund (CFNTX) pdf DL
Specialty
Shelton Tactical Credit Fund (DEBTX/DEBIX) pdf DL
Shelton BDC Income Fund (LOANX/LOAIX) pdf DL
U.S. Treasury Trust (UTSXX) pdf DL
Separately Managed Accounts
Shelton Covered ETF Portfolio Strategy pdf DL
Shelton Municipal Bond Portfolio Strategy pdf DL
Shelton Option Overlay Strategy pdf DL
Shelton Equity Income Strategy pdf DL

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