Literature
Our fund prospectuses provide details about fees, investment objectives, risks of investing and operating policies of our funds. You can view the documents on this page using Adobe Acrobat Reader. If you do not currently have Acrobat Reader, you can get it here.
Information regarding how each of the funds voted proxies for portfolio securities, if applicable, during the most recent 12-month period ended June 30, for the SCM Trust and Shelton Funds Trust are available below without charge and upon request by emailing info@sheltoncap.com or calling us at directly at (800) 955-9988.
SCM Trust – Proxy Voting Records
Shelton Funds – Proxy Voting Records
If you have any questions, please call us directly at (800) 955-9988, so that we can provide you with the appropriate assistance.
Forms
| Forms and Investor Resources | PDF File Download |
|---|---|
| Account Application |  |
| IRA Application | |
| Account Options Form | |
| IRA Distribution Form | |
| Retirement Account Beneficiary Designation | |
| Account Address Change Form | |
| Letter of Instruction Form | |
| Account Registration Change Form | |
| IRA Transfer Form | |
| Legal Name Change Form | |
| Taxable Account Beneficiary Designation (TOD) Form | |
| Account Distribution Form | |
| IRA Charitable Distribution Form | |
| IRA Conversion Form | |
| Simple IRA Application | |
| Non-Qualified Transfer Form | |
| Power of Attorney Certification Form | |
| Signature Card | |
| 403(B) Distribution Form | |
| ADV Pt 2: Firm Brochure | |
| ADV Pt 3: CRS Form | |
Mutual Funds
| Investment Solution | Fact Sheet | Prospectus | Annual Report | Tailored Shareholder Report (Annual) | Semi-Annual Report | Tailored Shareholder Report (Semi-Annual) |
Statement of Additional Information | Holdings | Capital Gains Estimates |
|---|---|---|---|---|---|---|---|---|---|
| International | |||||||||
| Shelton International Select Equity Fund | |
|
|
|
InvestorInstitutional |
|
Q1Q3 |
|
|
| Shelton Emerging Markets Fund | |
|
|
|
InvestorInstitutional |
|
Q1Q3 |
|
|
| Domestic | |||||||||
| Shelton Equity Income Fund | |
|
|
InvestorK Shares |
|
|
Q1Q3 |
|
|
| S&P MidCap Index Fund | |
|
|
InvestorK Shares |
|
Q1Q3 |
|
||
| S&P 500 Index Fund | |
|
|
InvestorK Shares |
|
|
Q1Q3 |
|
|
| S&P SmallCap Index Fund | |
|
|
InvestorK Shares |
|
|
Q1Q3 |
|
|
| Nasdaq-100 Index Fund | |
|
|
InvestorInstitutionalK Shares |
|
|
Q1Q3 |
|
|
| Shelton Sustainable Equity Fund | |
|
|
InvestorInstitutional |
|
|
Q1Q3 |
|
|
| Fixed Income | |||||||||
| Shelton Tactical Credit Fund | |
|
|
|
InvestorInstitutional |
|
Q1Q3 |
|
|
| Green California Tax-Free Income Fund | |
|
|
Investor |
|
|
Q1Q3 |
|
|
| U.S. Government Securities Fund | |
|
|
InvestorK Shares |
|
|
Q1Q3 |
|
|
| Money Market | |||||||||
| U.S. Treasury Trust | |
|
|
Investor |
|
|
Q1Q3 |
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