Literature
Below you will find documents pertaining to all of our investment solutions and information to help maintain your client’s account. Our fund prospectuses provide details about fees, investment objectives, risks of investing and operating policies of our funds. You can view the documents on this page using Adobe Acrobat Reader. If you do not currently have Acrobat Reader, you can get it here.
Information regarding how each of the funds voted proxies for portfolio securities, if applicable, during the most recent 12-month period ended June 30, for the SCM Trust and Shelton Funds Trust are available below without charge and upon request by emailing info@sheltoncap.com or calling us at directly at (800) 955-9988.
SCM Trust – Proxy Voting Records
Shelton Funds – Proxy Voting Records
If you have any questions, please call us directly at (800) 955-9988, so that we can provide you with the appropriate assistance.
Separately Managed Accounts
| Investment Solution | Fact Sheet | ADV Pt 2: Firm Brochure | ADV Pt 3: CRS Form |
|---|---|---|---|
| Shelton Equity Income Strategy |  |
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| Shelton International Select Equity Strategy | |
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| Shelton Option Overlay Strategy | |
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| Shelton Covered ETF Portfolio Strategy | |
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| Shelton ESG Fixed Income Strategies | |
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| Shelton Intermediate Aggregate Bond Strategy | |
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| Shelton Low Volatility Bond Strategy | |
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| Shelton Aggregate Bond Strategy | |
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| Shelton Sustainable Equity Income Strategy | |
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| Shelton Sustainable Equity Strategy | |
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Mutual Funds
| Investment Solution | Fact Sheet | Prospectus | Annual Report | Tailored Shareholder Report (Annual) | Semi-Annual Report | Tailored Shareholder Report (Semi-Annual) | Statement of Additional Information | Holdings | Capital Gains Distribution Estimates |
|---|---|---|---|---|---|---|---|---|---|
| International | |||||||||
| Shelton International Select Equity Fund | |
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InvestorInstitutional |
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Q1Q3 |
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| Shelton Emerging Markets Fund | |
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InvestorInstitutional |
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Q1Q3 |
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| Domestic | |||||||||
| Shelton Equity Income Fund | |
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 InvestorK Shares |
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Q1Q3 |
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| S&P MidCap Index Fund | |
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InvestorK Shares |
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Q1Q3 |
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| S&P 500 Index Fund | |
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InvestorK Shares |
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Q1Q3 |
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| S&P SmallCap Index Fund | |
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InvestorK Shares |
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Q1Q3 |
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| Nasdaq-100 Index Fund | |
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InvestorInstitutionalK Shares |
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Q1Q3 |
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| Shelton Sustainable Equity Fund | |
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InvestorInstitutional |
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Q1Q3 |
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| Fixed Income | |||||||||
| Shelton Tactical Credit Fund | |
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InvestorInstitutional |
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Q1Q3 |
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| U.S. Government Securities Fund | |
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InvestorK Shares |
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Q1Q3 |
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| Green California Tax-Free Income Fund | |
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Investor |
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Q1Q3 |
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| Money Market | |||||||||
| U.S. Treasury Trust | |
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Investor |
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Q1Q3 |
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