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.
If you have any questions, please call us directly at (800) 955-9988, so that we can provide you with the appropriate assistance.
| Literature Downloads | Zip | |
|---|---|---|
| Form ADV Part 2: Firm Brochure |  |
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| SCM Trust Prospectus | |
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| SCM Trust Annual Report | |
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| SCM Trust Semi-Annual Report | |
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| SCM Trust Statement of Additional Information | |
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| SCM Trust XBRL Files |  |
|
| Shelton Tactical Credit Fund October 31, 2019 Annual Report | |
|
| Shelton Funds Annual Report | |
|
| Shelton Funds Statement of Additional Information | |
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| Shelton Funds Semi-Annual Report | |
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| Shelton Funds Prospectus | |
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| Shelton Funds XBRL Files | |
| Fact Sheets | |
|---|---|
| Separately Managed Accounts | |
| Shelton Equity Income Strategy | |
| Shelton Option Overlay Strategy | |
| Shelton Covered ETF Portfolio Strategy | |
| Shelton Green Fixed Income Strategies | |
| International | |
| Shelton International Select Equity Fund (SISLX/SISEX) | |
| Domestic | |
| Shelton Core Value Fund (EQTIX) | |
| S&P Midcap Index Fund (SPMIX) | |
| S&P 500 Index Fund (SPFIX) | |
| S&P SmallCap Index Fund (SMCIX) | |
| Nasdaq-100 Index Fund (NASDX) | |
| Shelton Green Alpha Fund (NEXTX) | |
| Shelton Real Estate Income Fund (RENTX/RENIX) | |
| Shelton BDC Income Fund (LOANX/LOAIX) | |
| Fixed Income | |
| Shelton Tactical Credit Fund (DEBTX/DEBIX) | |
| U.S. Government Securities Fund (CAUSX) | |
| Green California Tax-Free Income Fund (CFNTX) | |
| U.S. Treasury Trust (UTSXX) | |
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Literature files are in .pdf format, and will need Adobe® Reader® for viewing. If you do not have Adobe® Reader® installed, you can download a free install here: Download Adobe® Reader®.
