SMLKX – Shelton S&P Smallcap Index K Investment Strategy | Morningstar

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Strategy

The investment seeks to replicate the performance of small-sized U.S. companies as measured by the S&P SmallCap 600 Stock Index. The S&P SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SMCIX	Shelton Capital Management S&P Smallcap Index Fund Investor Shares	No Load	Open			Oct 2, 1996	$46.64M	0.860%	Below Average	$1,000	−$12.73M
SMLKX	Shelton Capital Management S&P Smallcap Index Fund Class K	Retirement, Medium	Open			Oct 17, 2003	$180,751.00	1.360%	Average	$1,000	−$531,357.05

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