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Mutual Funds

Shelton Greater China Fund

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The Fund's objective is long-term capital appreciation by investing primarily in companies that (i) are domiciled in or traded on exchanges in the Greater China region, specifically Taiwan, Hong Kong, and the People’s Republic of China, or (ii) have derived or are expected to derive in the company’s current fiscal year (measured as of the time of original investment) at least 50% of their revenues by exporting to, importing from, trading with, or operating in mainland China.

PERFORMANCE OF A $10,000 INVESTMENT



A hypothetical initial investment of $10,000 on 12/31/03, ten years ago, would have grown to $14,609 (including reinvested dividends) as of 12/31/16.
PERFORMANCE OF A $10,000 INVESTMENT


A hypothetical initial investment of $10,000 on 12/31/03, ten years ago, would have grown to $14,609 (including reinvested dividends) as of 12/31/16.
Average Total Returns
as of 12/31/16


On June 13, 2011 the Fund converted from a closed-end to an open-end fund, returns for periods prior to June 2011 may not be representative of returns for future periods.

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 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 12/31/16

On June 13, 2011 the Fund converted from a closed-end to an open-end fund, returns for periods prior to June 2011 may not be representative of returns for future periods.

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 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.

Investing outside the United States involves additional risks, such as currency fluctuations, periods of illiquidity and price volatility, as more fully disclosed in the prospectus. These risks may be heightened in connection with investments in the countries of the Greater China region which are considered to be emerging market countries.

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. (1/2017)

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