ESG Strategies

At Shelton Capital Management we actively manage investments for clients seeking an environmental, green or sustainable focus.

Equity Solutions:

Fixed Income Allocations:

  • Green California Tax-Free Income Fund (CFNTX)
  • Green Municipal Bond Portfolio Strategies and we can create customized portfolios (Fixed Income SMAs)
    • Specific state options including California or New York

Shelton Green Alpha Fund

Overall Morningstar RatingTM

star star star star star   NEXTX

NEXTX received an Overall Morningstar Rating of 5 stars among 532 Mid-Cap Growth funds, based on the risk-adjusted returns, as of 6/30/2022. Important Information for Morningstar® Rating

Fund Objective

The Fund’s investment objective is to achieve long-term capital appreciation by investing in stocks in the green economy.

Fund At A Glance

          • Identifies a universe of green economy companies based on a set of qualitative criteria that have above average growth potential.
          • A “green economy” company is one which is believed to improve human well-being and increase economic efficiencies, while significantly reducing environmental risks.
          • Seeks companies which provide products and services that help economies adapt to, solve or mitigate the effects of key environmental and economic systemic risks.

Fund Information

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Fund Management

Shelton Capital Management is the Fund’s advisor and served as the investment advisor and administrator to the Shelton Funds since 1985.

The sub-advisor for the Shelton Green Alpha Fund is Green Alpha Advisors, LLC.

Resources

Documents PDF
Prospectus pdf DL
Annual Report pdf DL
Statement of Additional Information pdf DL
Semi-Annual Report pdf DL

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.

Green Alpha’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.

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.

Green California Tax-Free Income Fund

Fund Objective

The Fund’s investment objective is to seek high current tax-free income for California residents.

Fund At A Glance

  • Seeks to invest in bonds that meet environmental, social and governance screens.
  • The manager uses criteria including, but not limited to, use of bond proceeds, expected environmental impact, source of revenues for repayment and reputation of issuer.
  • Generally, purchases high quality bonds that are believed to have a low default probability
  • Invests in municipal bonds issued by the State of California and produce tax-exempt interest.

This Fund is intended primarily for residents of California. If you are looking for tax-free income and are comfortable with the moderate volatility of a long-term bond fund, this may be the right investment for you.

Fund Information

Portfolio Management Team

Portfolio Manager Bill Mock

Resources

Documents PDF
Prospectus pdf DL
Annual Report pdf DL
Statement of Additional Information pdf DL
Semi-Annual Report pdf DL

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 interest rate risk, state-specific risk, income risk, call risk, credit risk, and bankruptcy risk.

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.

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.

Contact Us For More Information

We have a team of professionals dedicated to supporting the needs of our advisor clients. Request to consult with a Portfolio Manager and your Director of Advisor Services to learn more about how we can help you meet your clients’ needs.

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