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Mutual Funds

NASDAQ-100 Index Fund

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The Fund’s investment objective is to attempt to replicate the performance  of
the largest non-financial companies as measured by the Nasdaq-100 Index®.

PERFORMANCE OF A $10,000 INVESTMENT - DIRECT SHARES



A hypothetical initial investment of $10,000 on 12/31/02 would have grown to $52,488 (including reinvested dividends) as of 12/31/16.
PERFORMANCE OF A $10,000 INVESTMENT - DIRECT SHARES


A hypothetical initial investment of $10,000 on 12/31/02 would have grown to $52,488 (including reinvested dividends) as of 12/31/16.
Average Total Returns
as of 12/31/16


Total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions. All performance figures reflect an expense reimbursement, where applicable. Without the expense reimbursement, the performance figures would be lower.

The investment objective of an index fund is to replicate the performance of the underlying index and the components of the index are determined by the index provider and not Shelton Capital Management.

The performance data quoted represents past performance. Performance figures represent past performance and are not a guarantee of future results. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance data quoted. For more current month-end Fund performance information, please refer to the Monthly Total Return Information link located on the right-hand side of this page or call our office at (800) 955-9988.
Average Total Returns
as of 12/31/16

Total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions. All performance figures reflect an expense reimbursement, where applicable. Without the expense reimbursement, the performance figures would be lower.

The investment objective of an index fund is to replicate the performance of the underlying index and the components of the index are determined by the index provider and not Shelton Capital Management.

The performance data quoted represents past performance. Performance figures represent past performance and are not a guarantee of future results. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance data quoted. For more current month-end Fund performance information, please refer to the Monthly Total Return Information link located on the right-hand side of this page or call our office at (800) 955-9988.
Sector Allocation



Sector Allocation


Disclosures

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.

This Fact Sheet must be preceded or accompanied by the current prospectus of the Shelton Funds.  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.  Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.    (1/2017)

Investments are not FDIC insured or bank guaranteed and may lose value.