Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Shelton Mutual Funds
View all of Shelton’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Shelton Funds List
Share Class Type
1 to 22 of 22 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Shelton Emerging Markets Institutiona | EMSQX | Diversified Emerging Mkts | 3.31% | 78 | 0.980% | Below Average | Institutional | $500,000 | ||
| Shelton Equity Income Investor | EQTIX | Derivative Income | 4.34% | 52 | 0.690% | Low | No Load | $1,000 | ||
| Shelton Nasdaq-100 Index Institutional | NQQQX | Large Growth | 6.54% | 77 | 0.270% | Low | Institutional | $10.0 Mil | ||
| Shelton Nasdaq-100 Index Investor | NASDX | Large Growth | 6.45% | 79 | 0.520% | Below Average | No Load | $1,000 | ||
| Shelton Nasdaq-100 Index K | NDXKX | Large Growth | 6.33% | 81 | 0.770% | Low | Retirement, Medium | $1,000 | ||
| Shelton Emerging Markets Investor | EMSLX | Diversified Emerging Mkts | 3.24% | 79 | 1.230% | Above Average | No Load | $1,000 | ||
| Shelton Equity Income Class K | EQTKX | Derivative Income | 4.14% | 52 | 1.190% | Low | Retirement, Medium | $1,000 | ||
| Shelton S&P 500 Index Investor | SPFIX | Large Blend | 7.86% | 40 | 0.410% | Low | No Load | $1,000 | ||
| Shelton S&P Smallcap Index Investor | SMCIX | Small Blend | −1.80% | 89 | 0.720% | Low | No Load | $1,000 | ||
| Shelton S&P 500 Index K | SPXKX | Large Blend | 6.33% | 48 | 0.910% | Low | Retirement, Medium | $1,000 | ||
| Shelton S&P Midcap Index Investor | SPMIX | Mid-Cap Blend | 5.53% | 37 | 0.580% | Low | No Load | $1,000 | ||
| Shelton S&P Midcap Index K | MIDKX | Mid-Cap Blend | 5.36% | 41 | 1.080% | Low | Retirement, Medium | $1,000 | ||
| Shelton S&P Smallcap Index K | SMLKX | Small Blend | −1.13% | 90 | 1.220% | Low | Retirement, Medium | $1,000 | ||
| Shelton Tactical Credit Institutional | DEBIX | Nontraditional Bond | 1.97% | 33 | 0.980% | Above Average | Institutional | $500,000 | ||
| Shelton Tactical Credit Investor | DEBTX | Nontraditional Bond | 1.90% | 36 | 1.230% | Above Average | No Load | $1,000 | ||
| Shelton US Government Securities Inv | CAUSX | Intermediate Government | −2.06% | 39 | 0.730% | High | No Load | $1,000 | ||
| Shelton US Government Securities K | CAUKX | Intermediate Government | −2.15% | 48 | 1.230% | High | Retirement, Medium | $1,000 | ||
| Green California Tax-Free Income Inv | CFNTX | Muni California Intermediate | — | −0.75% | 80 | 0.700% | High | No Load | $1,000 | |
| Shelton International Select Eq Inst | SISEX | Foreign Large Blend | 4.64% | 26 | 0.990% | High | Institutional | $500,000 | ||
| Shelton International Select Eq Inv | SISLX | Foreign Large Blend | 5.40% | 27 | 1.240% | High | No Load | $1,000 | ||
| Shelton Sustainable Equity Institutional | NEXIX | Mid-Cap Growth | −1.77% | 92 | 0.970% | Above Average | Institutional | $500,000 | ||
| Shelton Sustainable Equity Investor | NEXTX | Mid-Cap Growth | −3.24% | 94 | 1.230% | Above Average | No Load | $1,000 |
Shelton Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank