Investor Resources
Forms and Literature
Below you will find all of the necessary documents pertaining to all of our mutual funds and information to set up your new account or maintain your existing account. Our Prospectus provides details about charges, investment objectives, risks of investing and operating policies of our Funds. You can view the forms and documents on this page using Adobe Acrobat Reader. If you do not currently have Acrobat Reader, you can get it here.
If you have any questions, please call us directly at (800) 955-9988, so that we can provide you with the appropriate assistance.
| Shelton Core Value Fund | S&P 500 Index Fund | S&P MidCap Index Fund | S&P SmallCap Index Fund | NASDAQ-100 Index Fund | |
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| Semi-Annual Report |
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| Annual Report |
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| Account Enrollment Form |
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| XBRL Files |
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| Account Enrollment Form - Fund A Class |
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| Fund Prospectus - A & B Shares |
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| Fund Prospectus - Direct Shares |
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| Fund Prospectus - K Shares |
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PDF Download
Excel Download
External Website Link
ZIP Download