Shelton Capital Management is pleased to announce that the Shelton Tactical Credit Fund received a Morningstar Rating™ of 4 stars among 296 Nontraditional Bond funds, based on risk-adjusted returns as of November 30, 2021.
Fueled by growing interest among investors and 401(k) plan participants, the Shelton NASDAQ-100 Index Fund (NASDX) recently crossed $1.3 billion in assets.
Shelton Capital CEO Steve Rogers recently joined Jill Malandrino on Nasdaq Trade Talks to discuss the Shelton Nasdaq-100 Index Fund (NASDX) and how investors can access the Nasdaq-100 in their 401(k) accounts.
Despite a global pandemic (as well as trade wars, rising interest rates and the reduction in stimulus from central banks), the current bull market has yet to come to an end. If we discount the very brief selloff into “bear market” territory in early 2020, this bull run is the longest in history. Nobody knows when it will end, but the run has led to sizeable gains for most investors. The culmination of these factors begs the question: when do those gains become enough to warrant protection?
In case you missed it, earlier this year, hell froze over. More specifically, the United States Senate passed legislation on a bi-partisan basis. The Infrastructure Investment and Jobs Act, or IIJA, passed August 10 by a vote of 69-30.
The Shelton Green Alpha Fund uses a proprietary set of factors in selecting companies. According to its prospectus, it selects green economy companies that fund management believes work “to improve human well-being and increase economic efficiencies, while significantly reducing environmental risks and ecological scarcities.”
Coming into 2021, the Shelton Capital Management team anticipated that the vaccination campaign in the U.S. would drive a reopening of society.
DENVER—October 6, 2021 — The Shelton Equity Income Fund (EQTIX) declared a dividend of $0.5163 per share payable to shareholders of record as of September 30, 2021.
Denver, September 28, 2021 – Shelton Capital Management, a multi-strategy investment manager, today announced that assets under management (AUM) in its suite of mutual funds and separately managed accounts have exceeded $4 billion.
Denver, August 30, 2021 – Shelton Capital Management (“Shelton”), a multi-strategy asset manager with more than $3.8 billion in assets under management, is pleased to announce the five-year anniversary of the Shelton International Select Equity Fund (SISEX).
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