Lead Portfolio Manager Bruce Kahn Joins WealthManagement.com Fast Chat with Shannon Rosic
Dr. Kahn provides valuable insights into the critical role of sustainable investing, emphasizing the need for a holistic approach to investment analysis in the evolving financial landscape of 2024 and beyond.
Watch the interview here: Navigating the Sustainable Investing Landscape in 2024
Important Information
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. The Fund is subject to several risks, any of which could cause the Fund to lose money. These risks, which are described more fully in the prospectus, include stock market risk, economic and political events risks, sector risks, large and medium sized company risks and value investing risks.
The portfolio’s environmental focus may limit investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investment in larger and more established companies.
Investors should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the Fund. A prospectus should be read carefully before investing.
As of October 10, 2022, Green Alpha advisors will no longer serve as sub-advisor to the Fund. As of October 10, 2022, Bruce Kahn will serve as lead portfolio manager of the Fund.
Effective December 20, 2022, the fund changed its name from Shelton Green Alpha Fund to Shelton Sustainable Equity Fund.
Shelton Funds are 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.
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