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Mutual Funds

S&P SmallCap Index Fund

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The Fund’s investment objective is to attempt to replicate the performance of small-sized U.S. companies as measured by the S&P SmallCap 600 Stock Index.

PERFORMANCE OF A $10,000 INVESTMENT - DIRECT SHARES



A hypothetical initial investment of $10,000 on 10/02/96, the inception date of the SMCIX Fund, would have grown to $66,245 (including reinvested dividends) as of 12/31/16.
PERFORMANCE OF A $10,000 INVESTMENT - DIRECT SHARES


A hypothetical initial investment of $10,000 on 10/02/96, the inception date of the SMCIX Fund, would have grown to $66,245 (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.

Fund at a Glance

Index investing has become one of the most popular investment styles in the United States. We feel that in efficient markets, the lower relative fees give our index funds a distinct advantage over actively managed funds with similar investment styles. Furthermore, investing in an index fund gives the investor diversification and a predictable management style.

Please note that diversification does not guarantee a profit or protect against loss.

  • The stocks in the Fund represent roughly 3.4% of the total market index as measured by the S&P 1500 Composite Index.
  • It is made up of small-sized companies, which many investors believe to have superior growth potential.
  • The portfolio invests in each major market sector.
  • The stocks held by the Fund are different than those included in the S&P 500 and S&P MidCap Funds. Therefore, it represents a diversification opportunity for investors of our other index funds.
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 is primarily invested in the U.S. stock market. During a declining stock market, an investment in this Fund would lose money. Investing in stocks of small-sized companies invloves additional risks, such as liquidity and increased share price volatility.

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.