CIO & Portfolio Manager Derek Izuel Featured On Nasdaq Trade Talks with Jill Malandrino
Celebrating Success with 40 Years of the Nasdaq-100.
“The Nasdaq has captured a whole host of innovative trends and technologies over its whole history.” — Derek Izuel, CIO & Portfolio Manager at Shelton Capital Management.
For four decades, the Nasdaq-100 has empowered investors to participate in the rise of market leaders across AI, biotech, renewable energy, e-commerce, and other innovative sectors shaping the future.
“The index has grown to become one of the most popular benchmarks for trading and investment products in the world. Nasdaq-100® stocks have a market cap of over $27 trillion as of year-end 2024.” — Phil Mackintosh, Nasdaq Chief Economist.
As we mark this milestone, hear from our CIO, Derek Izuel, on Nasdaq Trade Talks about how NASDX has provided access to this innovation for 25 years.
Important Information
For a list of the top 10 holdings for NASDX, visit www.nasdx100.com. It is
not possible for individuals to invest directly in an index.
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.
An investment in the Fund involves risk, including possible loss of principal. 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 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 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.
Important Information for Morningstar® Rating
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. Diversification does not assure a profit or protect against lost in a declining market.
It is not possible for individuals to invest directly in an index. Performance figures for an index do not reflect deductions for sales charges, commissions, expenses or taxes.
Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
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.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.
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