U.S. Treasury Trust (UTSXX)

Fund Objective

The Fund’s investment objective is to seek high current income exempt from state income taxes while maintaining a stable net asset value of $1.00 per share.

Strategy Highlights

  • The Fund will invest at least 99.5% of its total assets in cash, government securities, and/or repurchase agreements collateralized by cash or government securities
  • Primarily invests in cash, repurchase agreements and government securities with interest guaranteed by the full faith and credit of the United States Government
  • Buys securities that have a maturity of less than 397 days

Literature and Fund Information

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Fund Information

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Fund Management

PeterHiggins
Head of Fixed Income and Sr. Portfolio Manager

Peter Higgins
2 Bill Mock
Portfolio Manager

Bill Mock
PeterHiggins

Head of Fixed Income and Sr. Portfolio Manager

Peter Higgins

Peter Higgins has over 25 years of experience in fixed income investing, most notably as Partner and Lead Portfolio Manager at both Ares Management and BlueBay Asset Management. Previously, Peter specialized in global leveraged finance at investment banks such as Deutsche Bank AG, Goldman Sachs & Co. and Credit Suisse in both London, England, and New York City. Peter earned a bachelor’s degree in Economics-Political Science from Columbia University.

2 Bill Mock

Portfolio Manager

Bill Mock

Bill Mock is the lead member of the portfolio management team for Shelton’s Fixed Income and Money Market funds. Bill rejoined the firm in February 2010 after serving as a portfolio manager for California Investment Trust from 2001 to 2003. Bill left the firm to join TKI Capital Management, a convertible arbitrage hedge fund, where he served as head trader through 2006.

Bill holds a B.S. degree in Electrical Engineering from Kansas State University and an MBA with Honors from the University of Chicago Graduate School of Business.

Fund Filings

Obtain the most recent 12 months of Securities and Exchange Commission filings pertaining to the U.S. TREASURY TRUST FUND.

Obtain Filings

Important Information

An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve your investment at $1.00 per share, it is possible to lose money by investing in the Fund. 

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

The value of fixed income securities may be affected by changes in interest rates and changes in credit ratings of the securities.