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Shelton US Government Securities Inv CAUSX Fund Analysis

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Morningstar’s Analysis CAUSX

Will CAUSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Shelton US Government Securities Inv boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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