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This link should not be deemed an offer to sell or solicitation of an offer to buy shares of any of the other funds described in the article. 

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capital gains distribution?

The tax impact of a capital gains distribution, if made by a Fund you own, is often based on factors such as what type of account you have with Shelton Capital Management, and may not be applicable to accounts such as IRAs and 401(k)s. 

If applicable to your Shelton Capital account, information on capital gains distributions is available when you access your account online after 11/30/2017 and in your quarterly statement. Account Login.

For more information about your Shelton Capital account or how to establish online access, please email us at or call 1-800-998-9955.

This information is not intended to provide tax advice. Please consult a qualified tax professional for advice specific to your circumstances.


Shelton Capital Management has maintained time-tested investment principles for more than a quarter century. For more information on our mutual funds and separately managed account strategies, download and read our brochure.

Sustainable Investing


We offer an intermediate-term taxable bond strategy and short- and intermediate-term tax-exempt strategies for national and state-specific portfolios for residents of states with high personal income tax rates.  In addition, our Portfolio Managers specialize in the integration of bond investing with responsible, green investment principles. 

Shelton Capital Management’s investment philosophy for managing fixed income securities is focused on income reliability and capital preservation.  This particular strategy is implemented as a separately managed municipal bond account and is a private, actively managed portfolio of municipal bonds.

Keep up with Shelton


Stay up to date with Shelton in the news. In our newsroom we post articles relating to Shelton Capital Management and the progress of our funds. We invite you to join us in monitoring the financial landscape and Shelton's place in them through the publications posted here.

JANUARY 29, 2018 

Chris Pike, portfolio manager for the Shelton Real Estate Income Fund, is featured on in "A New Lease on Life for Life Storage REIT,"  focusing on self-storage REITs.

DECEMBER 12, 2017

Shelton Tactical Credit receives 5-star morningstar rating

Fund crosses three-year mark as the #1 fund in its category.

Shelton Capital Management today announced that its Shelton Tactical Credit Fund (DEBTX/DEBIX), received a 5-star Overall Morningstar RatingTM, based on risk-adjusted returns as of January 3, 2018. The Fund’s three-year performance ranks first among 47 funds in the Morningstar Long-Short Credit Category as of January 3, 2018, based on average annual total returns. Read More >

DECEMBER 12, 2017

Think Advisor 

Chris Pike, portfolio manager for the Shelton Real Estate Income Fund, focuses on trends driving REIT valuations in his article on Think Advisor online, "It Ain’t Over Till It’s Over: 4 Trends Driving REIT Valuations."

Important Information: By clicking the above links, you'll leave this site and go to a third-party website. Shelton Capital does not control the content or privacy practices of the other website and does not endorse or accept responsibility for the content, policies, activities, products or services offered on the site. It should not be considered investment advice. The information provided does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security.

Fossil Free Investing


the SHELTON green alpha fund

The fund seeks to identify and invest in companies leading the way to the Next Economy™ 

Shelton Capital Management offers the Shelton Green Alpha Fund (NEXTX) in response to the growing conviction that investing in companies responding to the challenges presented by a warming, increasingly populous, carbon-and-resource-constrained world makes sense.