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Mutual Funds

Shelton Core Value Fund

 

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The Fund’s objective is to achieve a high level of income and capital appreciation (when consistent with high income).

PERFORMANCE OF A $10,000 INVESTMENT - DIRECT SHARES



A hypothetical initial investment of $10,000 on 09/04/96, the inception date of the EQTIX Fund, would have grown to $41,682 (including reinvested dividends) as of 06/30/14.
PERFORMANCE OF A $10,000 INVESTMENT - DIRECT SHARES


A hypothetical initial investment of $10,000 on 09/04/96, the inception date of the EQTIX Fund, would have grown to $41,682 (including reinvested dividends) as of 06/30/14.
Average Total Returns
as of 06/30/14


Total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions.

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 06/30/14

Total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions.

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 is subject to several risks, any of which could cause the Fund to lose money. These risks, which are described more fully in the prospectus, include stock market risk, economic and political events risks, sector risks, large and medium sized company risks and value investing risks.

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. Green Alpha Advisors is not affiliated with either RFS Partners or Shelton Capital Management.   (07/2014)

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