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Thought Leadership

Shelton Nasdaq-100 Index Fund Named 2017 Lipper Fund Award Winner

April 6, 2017

Fund Recognized As Best Fund Over Three, Five And Ten Years In The Large Cap Growth Category.

Shelton Capital Management, a multi-strategy asset manager, announced that its Nasdaq-100 Index Fund (Ticker: NASDX) received the 2017 Lipper Fund Award for Best Fund in the Large Cap Growth Fund category for the second consecutive year. The Fund is available on major brokerage platforms including Charles Schwab, TD Ameritrade, and Fidelity.

The award is based on the fund’s consistently strong risk-adjusted performance for the three-, five- and ten-year periods ending November 30, 2016. The Fund’s peer group for each of these years consisted of 726 Large Cap Growth Funds. 

“It is a great honor to have our fund recognized through these prestigious awards,” said Shelton Capital Managing Director Dennis Clark. “The Lipper awards honor funds that have provided a consistent and impressive record of return for shareholders. The Nasdaq-100 Index Fund is the only fund this year to have been recognized for top performance in three-, five- and ten-year time periods in its category, delivering strong performance with low fees for long-term investors.”

The Fund, which seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index®, can be a popular offering in 401(k) platforms, and is likely appealing to younger investors because names such as Facebook, Amazon and Netflix are familiar to them and they believe these companies represent the future economy.

“The Millennial movement is coming and it’s beginning to occupy Wall Street,” said Clark. “Unlike industry-specific segments, the Nasdaq-100 Index Fund includes a diversified variety of industries, providing investors with an array of investment options that are in synch with the Millennial lifestyle.”

 

About Shelton Capital Management

Shelton Capital Management is a multi-strategy asset manager offering investment solutions including mutual funds and separate accounts to the clients of wealth managers, the retirement plan market, and individual investors. Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic customer service. With offices in San Francisco, Denver and Greenwich, CT, Shelton Capital Management manages over $1.84 billion in client assets as of 2/28/2017. For additional information, please visit http://sheltoncap.com or call (800) 955-9938.

About the Lipper Fund Awards

For more than three decades, the Lipper Fund Awards program honors funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. The Lipper Fund Awards take place in more than 20 countries in Asia, Europe, Middle East and North Africa region (MENA) and the Americas. The award winners are formally announced between January and April. Ceremonies take place in select countries. The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance through the professional investment community.

 

Disclosures

The NASDAQ 100 Index Fund (NASDX) won the 2017 Lipper Fund Award for Best Fund in the Large Cap Growth Fund category. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five or ten years. Past performance does not guarantee future results.

The Fund invests in the largest non-financial companies that are traded on the Nasdaq Stock Market. They are currently concentrated in the technology sector which has been among the most volatile sectors of the U.S. stock market. During a declining stock market, this fund would lose money. It would potentially lose more money than other large cap funds. Nasdaq®, Nasdaq-100® and Nasdaq-100 Index® are trade or service marks of The Nasdaq Stock Market, Inc. (which with its affiliates are the “Corporations”) and are licensed for use by the Fund. The Fund has not been passed on by the Corporations as to their legality or suitability. The Fund is not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the 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. Past performance is no guarantee of future results, which may vary. For the most recent Nasdaq 100 Index Fund’s performance, please visit our website at www.sheltoncap.com. Investments are not FDIC insured or bank guaranteed and may lose value.

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