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 Mutual Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 4 of 4 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 Shares | CAUSX | Long Government | −4.04% | 7 | 0.760% | High | No Load | $1,000 | ||
| Shelton Capital Management U.S. Government Securities Fund Class K | CAUKX | Long Government | −4.50% | 8 | 1.260% | High | Retirement, Medium | $1,000 | ||
| Shelton Capital Management Nasdaq-100 Index Fund Investor Shares | NASDX | Large Growth | 22.23% | 8 | 0.520% | Below Average | Institutional | $500,000 | ||
| Shelton Capital Management Nasdaq-100 Index Fund Class K | NDXKX | Large Growth | 22.01% | 8 | 0.770% | Low | Retirement, Medium | $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
United States