UTSXX – Shelton United States Treasury Trust Inv Investment Strategy | Morningstar

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Strategy

The investment seeks high current income exempt from state income taxes while maintaining a stable net asset value of $1.00 per share. The fund primarily invests its assets in cash, repurchase agreements and government securities with interest guaranteed by the full faith and credit of the United States government. It invests at least 99.5% of its total assets in cash, government securities, and/or repurchase agreements collateralized by cash or government securities and in compliance with industry-standard regulatory requirements for money market funds for quality, maturity, and diversification.

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
UTSXX	Shelton Capital Management The United States Treasury Trust Investor Shares	—	Open	—	—	Apr 26, 1989	$21.97M	0.880%	—	$1,000	−$5.03M

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