Shelton Green Alpha Fund
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, under normal market conditions, at least 80% of its total assets in U.S. comon stocks and American Depository Receipts (“ADRs”). The companies work to address important global macroeconomic issues primarily via mitigation of, and adaptation to, resource scarcities, energy dynamics, climate change and associated issues such as extreme weather and global health. Companies identified are then selected for inclusion using quantitative analysis to identify stocks of those offering the most growth potential with minimized risk, with particular focus on growth potential, market liquidity and bankruptcy risks. The output of this process is a growing set of companies that defines the ‘next economy.’
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. (04/2013)
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.
Investments are not FDIC insured or bank guaranteed and may lose value.