You are leaving sheltoncap.com

It is important to note that by clicking on this link you will be leaving this website and any information viewed there is not the property of Shelton Capital Management LLC.

LEAVE SHELTONCAP.COM
STAY ON SHELTONCAP.COM
   
header-1.jpg

Mutual Funds

NASDAQ-100 Index Fund

Fund Objective

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®.

Fund Performance

A hypothetical investment of $10,000 on 1/08/00, the inception date of the NASDX Fund, would have a value of $6,001 (including reinvested dividends) as of 12/31/11.
Fund Performance


A hypothetical investment of $10,000 on 1/08/00, the inception date of the NASDX Fund, would have a value of $6,001 (including reinvested dividends) as of 12/31/11.
Average Total Returns
as of 12/31/11

a 1/18/00
b 10/16/03

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 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 call our office at (800) 955-9988 or visit us on the web at www.sheltoncap.com
Average Total Returns
as of 12/31/11

a 1/18/00
b 10/16/03

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 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 call our office at (800) 955-9988 or visit us on the web at www.sheltoncap.com
Sector Allocation

Sector Allocation


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.  

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.    (1/2012)

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