Shelton Capital Management Crosses $5 Billion in AUM
Denver, March 28, 2024 – Shelton Capital Management, a multi-strategy investment manager, today announced that assets under management (AUM) in its suite of mutual funds and separately managed accounts have exceeded $5 billion.
“We’re thrilled with this achievement and grateful for the client and shareholder support that has been instrumental in helping Shelton Capital Management double AUM in less than four years,” said Steve Rogers, CEO of Shelton Capital Management. “Our position as a performance leader in the emerging category of option strategies has propelled our mutual fund and separately managed accounts business. We’ve been leading in this space for over a decade, and the smartest allocators are looking to Shelton because of our experience and comparative performance.”
Crossing $5 billion in AUM coincides with other important milestones at Shelton Capital, including adding key employee talent and expanding the firm’s institutional expertise. It also reflects strong investment performance by the firm’s skilled portfolio teams, as well as significant advisor interest in its unique investment line-up.
Shelton Capital offers a wide selection of specialized mutual funds and separately managed accounts. Investment solutions include option overlay strategies, fixed income, international and sustainable investments, as well as diversified mutual fund offerings across a broad spectrum of asset classes. Several funds received an Overall Morningstar RatingTM of 4 or 5 stars based on risked adjusted returns, as of 2/29/2024, including:
Overall Morningstar Rating of 5 Stars*
- Shelton Equity Income Fund (EQTIX), Derivative Income Category – 77 Funds
- Nasdaq-100 Index Fund (NASDX), Large Growth Category – 1,115 Funds
Overall Morningstar Rating of 4 Stars*
- Shelton Emerging Markets Fund (EMSQX), Diversified Emerging Markets Category – 717 Funds
- S&P 500 Index Fund (SPFIX), Large Blend Category – 1,298 Funds
Important Information
It is possible to lose money by investing in a fund. Past performance does not guarantee future results. 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.
Distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
© 2024 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. https://sheltonfunds.com/morningstar/
*EQTIX Morningstar three-, five-, ten-year ratings respectively, 5 stars, 5 stars, 5 stars among, 77, 70, 36 funds.
*NASDX Morningstar three-, five-, ten-year ratings respectively, 4 stars, 5 stars, 5 stars among 1,115, 1,040, 811 funds.
*EMSQX Morningstar three-, five-, ten-year ratings respectively, 4 stars, 4 stars, 4 stars among 717, 654, 419 funds.
*SPFIX Morningstar three-, five-, ten-year ratings respectively, 3 stars, 3 stars, 4 stars among 1,298, 1,183, 890 funds.
About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager with fund administration and digital marketing expertise. With a determined focus on growth, Shelton is active in acquisitions and fund consolidations. Shelton Capital Management has expertise in mutual fund and separately managed account advisor mergers and has completed seven transactions with the goal of improving the financial and economic performance of partner firms. Shelton manages over $4 billion of assets as of 9/24/2021. For additional information, visit http://sheltoncap.com.
Important Information
It is possible to lose money by investing in a fund. Past performance does not guarantee future results. 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.
Distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. The Shelton Green Alpha Fund is distributed by RFS Partners. Green Alpha Advisors is not affiliated with either RFS Partners or Shelton Capital Management
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. https://sheltonfunds.com/morningstar/
International investing may not be for everyone. The information contained in this document is given on a general basis without obligation and on the understanding that any person acting upon or in reliance on it, does so entirely at his or her own risk. Any projections or other forward-looking statements regarding future events or performance of countries, markets or companies are not necessarily indicative of, and may differ from, actual events or results. This information is intended to highlight issues and not to be comprehensive or to provide advice.
Investments in derivatives may be risker than other types of investments. They may be more sensitive to changes in economic or market conditions than other types of investments. Many derivatives create leverage, which could lead to greater volatility and losses that significantly exceed the original investment. Positions in equity options can reduce equity market risk, but can limit the opportunity to profit from an increase in the market value of stocks in exchange for upfront cash as the time of selling the call option. Unusual market conditions or the lack of a ready market for any particular option at a specific time may reduce the effectiveness of option strategies and could result in losses.
Media Contact:
Morrison Shafroth
720-470-3653
