Mutual Funds
U.S. Government Securities Fund
Fund Objective
The Fund’s investment objective is to seek liquidity, safety from credit risk, preservation of investors principal and as high a level of income as is consistent with these objectives.
A hypothetical investment of $10,000 on 12/4/85, the inception date of the CAUSX Fund, would have grown to $53,937 (including reinvested dividends) as of 12/31/11.
as of 12/31/11
a 12/04/85
b 10/16/03
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 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 call our office at (800) 955-9988 or visit us on the web at www.sheltoncap.com
Fund at a Glance
This Fund seeks to maximize current income by investing primarily in long-term U.S. Government Securities. It is made up of U.S. Government Securities, primarily treasury bonds, notes and GNMAs.
- The bonds in the Fund are backed by the full faith and credit of the United States Government. This means that the Government insures the bonds against default, but not the Fund itself.
- Long-term bond funds typically pay higher dividends than short-term bond funds and money market funds. However, the share price is usually more volatile. In other words, you earn a higher dividend by accepting higher risk.
- If you want to own a long-term bond fund, and are comfortable with the share price fluctuation, you may want to consider this Fund. This Fund is referred to as an “income fund” meaning that it pays dividend income and is not managed for growth. Your investment time-frame should be long-term in nature.
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 U.S. Government Securities Fund Files