The Nasdaq-100 Index® gives investors access to a wide-variety of sectors and focuses on the largest non-financial companies on the Nasdaq exchange. With access to companies at the forefront of innovation, the Shelton Nasdaq-100 Index Fund provides an investment opportunity that aims to push technology boundaries into the future.
Tracking the Index
With over $1.3 billion in assets*, 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.
CEO Steve Rogers Joins Nasdaq Trade Talks
Shelton Capital CEO Steve Rogers recently joined Jill Malandrino on Nasdaq Trade Talk to discuss the Shelton Nasdaq-100 Index Fund (NASDX) and how investors can access the Nasdaq-100 in their 401(k) accounts.
Overall Morningstar Rating™
NASDX received an Overall Morningstar Rating of 5 stars among 1,116 Large Growth funds, based on risk-adjusted returns, as of 12/31/2021.
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.
Portfolio Manager
Tony Jacoby, CFA
Tony Jacoby, CFA, joined Shelton Capital Management in November 2017. He earned a B.A. in Economics from the University of Colorado Boulder and is currently pursuing an M.S. in Applied Mathematics with an Applied Probability concentration at the University of Colorado.
Important Information
*Assets as of 12/31/21.
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 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 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.
Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
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.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
