Portfolio Manager Jeffrey Rosenkranz Joins Schwab Network with Oliver Renick
An investment in a Fund involves risk, including possible loss of principal. Fund information is not intended to represent future portfolio composition. Fund holdings are subject to change.
The Shelton Tactical Credit Fund invests without restriction as to issuer capitalization, country, credit quality and without restriction as to the maturity of fixed income securities. The Fund generally will take long positions in securities believed to be undervalued and short positions in securities believed to be overvalued. The Fund typically employs derivatives for hedging purposes, such as futures contracts, options, credit-default swaps, and total return swaps.
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.sheltonfunds.com or call (800) 955-9988. A prospectus should be read carefully before investing.
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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.