Morningstar

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 Mutual Funds List

1 to 23 of 23 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Shelton Capital Management U.S. Government Securities Fund Investor SharesCAUSXLong Government
−1.97%110.760%HighNo Load$1,000
Shelton Capital Management U.S. Government Securities Fund Class KCAUKXLong Government
−2.43%141.260%HighRetirement, Medium$1,000
Shelton Capital Management Nasdaq-100 Index Fund Investor SharesNASDXLarge Growth
14.89%90.520%Below AverageInstitutional$500,000
Shelton Capital Management Nasdaq-100 Index Fund Class KNDXKXLarge Growth
14.66%100.770%LowRetirement, Medium$1,000
Shelton Capital Management S&P 500 Index Fund Investor SharesSPFIXLarge Blend
12.08%410.420%Below AverageNo Load$1,000
Shelton Capital Management Nasdaq-100 Index Fund Institutional SharesNQQQXLarge Growth
15.11%70.270%LowInstitutional$10M
Shelton Equity Income Fund Class KEQTKXDerivative Income
10.33%381.140%LowRetirement, Medium$1,000
Shelton Equity Income Fund Investor SharesEQTIXDerivative Income
10.86%330.640%LowNo Load$1,000
Shelton Tactical Credit InvestorDEBTXNontraditional Bond—−0.37%700.990%AverageNo Load$1,000
Shelton Capital Management S&P 500 Index Fund Class KSPXKXLarge Blend
11.63%510.920%LowRetirement, Medium$1,000
Shelton Emerging Markets Fund Institutional SharesEMSQXDiversified Emerging Mkts
12.65%691.230%HighInstitutional$500,000
Shelton International Select Equity Fund Investor ClassSISLXForeign Large Blend
12.13%121.240%HighNo Load$1,000
Shelton International Select Equity Fund Institutional ClassSISEXForeign Large Blend
12.35%101.240%HighInstitutional$500,000
Shelton Capital Management S&P Midcap Index Fund Investor SharesSPMIXMid-Cap Blend
10.37%660.630%LowNo Load$1,000
Shelton Tactical Credit InstitutionalDEBIXNontraditional Bond—−0.22%690.740%Below AverageInstitutional$500,000
Shelton Emerging Markets Fund Investor SharesEMSLXDiversified Emerging Mkts
12.44%701.230%Above AverageNo Load$1,000
Shelton Capital Management S&P Midcap Index Fund Class KMIDKXMid-Cap Blend
9.97%701.130%Below AverageRetirement, Medium$1,000
Shelton Sustainable Equity Fund Institutional SharesNEXIXMid-Cap Growth
2.69%531.010%HighInstitutional$1,000
Green California Tax-Free Income Fund Investor SharesCFNTXMuni California Intermediate—−2.21%1000.810%HighNo Load$1,000
Shelton Capital Management S&P Smallcap Index Fund Investor SharesSMCIXSmall Blend
14.98%380.860%Below AverageNo Load$1,000
Shelton Sustainable Equity Fund Investor SharesNEXTXMid-Cap Growth
2.50%531.260%HighNo Load$1,000
Shelton Capital Management S&P Smallcap Index Fund Class KSMLKXSmall Blend
14.52%401.360%AverageRetirement, Medium$1,000
Shelton Capital Management The United States Treasury Trust Investor SharesUTSXXMoney Market-Taxable—
2.38%—0.880%——$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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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