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.
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Forms and Literature Downloads
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403(b) Distribution Form
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Account Address Change Form
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Account Beneficiary Designation Form
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Account Enrollment Form
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Account Enrollment Form - Fund A Class
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Account Options Form
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Account Registration Change Form
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Annual Report
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Automatic Investment Plan Form
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CAXXX - Fund Holdings
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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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IRA Account Registration
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IRA Account Registration - Fund A Class
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IRA Distribution Form
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IRA Transfer Form
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Semi-Annual Report
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SGCFX - Semi-Annual Report
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SGCFX - Statutory Prospectus
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SGCFX - Summary Prospectus
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SGCFX - XBRL Files
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SGCFX SAI
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Shelton Corporate Brochure
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Signature Card
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UTSXX - Fund Holdings
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XBRL Files
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