Mutual Funds
Shelton Core Value Fund
Formerly Known as the Equity Income Fund
Fund Objective
The Fund’s objective is to achieve a high level of income and capital appreciation (when consistent with high income).
A hypothetical investment of $10,000 on 9/04/96, the inception date of the EQTIX Fund, would have grown to $26,384 (including reinvested dividends) as of 12/31/11.
as of 12/31/11
a 9/04/96
b 10/16/03
Total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions.
Performance data represents past performance which does not guarantee 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
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.
Semi-Annual Report 
Download all Shelton Core Value Fund Files