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Mutual Funds

U.S. Treasury Trust

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The Fund’s investment objective is to seek high current income exempt from state
income taxes while maintaining a stable net asset value of $1.00 per share.

Average Total Returns
as of 12/31/15


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 12/31/15

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.

Fund at a Glance

This Fund seeks to maximize income for investors while maintaining a stable $1.00 share price.

  • The Securities held by the Fund are backed by the full faith & credit of the United States Government. This means that the Government insures the securities against default, but not the Fund itself.

Disclosures

An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

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. (01/2016)

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