Shelton Capital Management Income Solutions Surpass $1 Billion in AUM
Shelton Capital Management is pleased to announce that assets under management in its suite of income solutions utilizing covered calls have exceeded $1 billion.
Access the Press Release: Shelton Capital Management Income Solutions Surpass $1 Billion in AUM
Important Information
It is possible to lose money by investing in a fund. Past performance does not guarantee future results. Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about a fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing. Mutual fund investing involves risk, including possible loss of principal.
Options involve risk and are not suitable for everyone. Prior to buying or selling an option, your client must receive a copy of CHARACTERISTICS AND RISKS OF STANDARDIZED OPTIONS. Copies of this document may be obtained from your Investment Advisor, from any exchange on which options are traded, or by contacting The Options Clearing Corporation, One North Wacker Dr., Suite 500, Chicago, IL 60606 (1-800-678-4667). The Fund’s short positions may equal up to 100% of the Fund’s net asset value. Short sales theoretically involve unlimited loss potential since the market price of securities sold short may continuously increase.
Investments in derivatives may be risker than other types of investments. They may be more sensitive to changes in economic or market conditions than other types of investments. Many derivatives create leverage, which could lead to greater volatility and losses that significantly exceed the original investment. Positions in equity options can reduce equity market risk, but can limit the opportunity to profit from an increase in the market value of stocks in exchange for upfront cash as the time of selling the call option. Unusual market conditions or the lack of a ready market for any particular option at a specific time may reduce the effectiveness of option strategies and could result in losses.
Distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
Shelton Equity Income Fund (EQTIX) received an Overall Morningstar RatingTM of 4 stars among 80 Derivative Income funds, based on risk-adjusted returns, as of 3/31/2023. Important Information for Morningstar® Rating
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