The Shelton Nasdaq-100 Index Fund (Ticker: NASDX) Named to “10 Best Mutual Funds” List by Forbes Advisor
According to Forbes Advisor, “If you did not own a Nasdaq-100 mutual fund over the past decade, your portfolio missed out on having an MVP player in the game. Shelton Nasdaq-100 Index Fund was that sort of game changer. About 45% of the fund is concentrated in its top 10 holdings. NASDX’s top five are the S&P 500’s top five as well. Roughly 80% of the fund hails from the fast growing technology, communication services and consumer cyclical sectors…”
See the full list here: “10 Best Mutual Funds”
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Important Information
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 most 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.
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.sheltonfunds.com or call (800)-955-9988. A prospectus should be read carefully before investing. Shelton Funds are 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.
