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Mutual Funds

Shelton Green Alpha Fund

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The Fund’s investment objective is to achieve long-term capital appreciation by investing in stocks in the green economy.

Fund at a Glance

The Fund invests primarily in common stocks of companies that Green Alpha Advisors (the “Sub-Advisor”) believes are leaders in managing environmental risks and opportunities, have above average growth potential and are reasonably valued. Under normal market conditions, at least 80% of the Fund’s total assets (which includes the amount of any borrowings for investment purposes) will be invested in U.S. common stocks and American Depository Receipts (“ADRs”). The companies are part of a proprietary universe of “green economy” companies. The Fund may invest in companies of all sizes and seeks diversification by economic sector.

PERFORMANCE OF A $10,000 INVESTMENT - DIRECT SHARES



A hypothetical initial investment of $10,000 on 03/12/13, the inception date of the NEXTX Fund, would have grown to $15,890 (including reinvested dividends) as of 06/30/14.
PERFORMANCE OF A $10,000 INVESTMENT - DIRECT SHARES


A hypothetical initial investment of $10,000 on 03/12/13, the inception date of the NEXTX Fund, would have grown to $15,890 (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 reflected in the total return table above is attributable to the unusually favorable conditions to environmentally focused securities held in the portfolio and such conditions many not be sustainable or continue causing the Fund to not repeat this level of performance in the future.

Shelton Green Alpha Fund's environmental focus may limit investment options available to the Fund and my result in lower returns than returns of funds not subject to such investment considerations. The performance reflected in the total return table is attributable to the unusually favorable conditions to environmentally focused securities held in the portfolio and such conditions many not be sustainable or continue causing the Fund to not repeat this level of performance in the future. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investment in larger and more established companies.

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 reflected in the total return table above is attributable to the unusually favorable conditions to environmentally focused securities held in the portfolio and such conditions many not be sustainable or continue causing the Fund to not repeat this level of performance in the future.

Shelton Green Alpha Fund's environmental focus may limit investment options available to the Fund and my result in lower returns than returns of funds not subject to such investment considerations. The performance reflected in the total return table is attributable to the unusually favorable conditions to environmentally focused securities held in the portfolio and such conditions many not be sustainable or continue causing the Fund to not repeat this level of performance in the future. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investment in larger and more established companies.

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


Top Ten Holdings



Top Ten Holdings


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.  

This Fact Sheet must be preceded or accompanied by the current prospectus of the Shelton Green Alpha Fund.  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.  The Shelton Green Alpha Fund is distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. Green Alpha Advisors is not affiliated with either RFSPartners or Shelton Capital Management.  (07/2014)

Green Alpha’s environmental focus may limit the investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the Fund will achieve its objective and/or strategy. Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investment in larger and more established companies.

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