Mutual Funds

Shelton Funds

Exchange Hours Website
9:30 - 15:59 ET sheltoncap.com/mutual-funds/


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum 1
Load
Type
Share
Class
Transaction
Fee
SHELTON EQUITY INCOME FUND INVESTOR EQTIX Stock USD 1,000,000 USD 1,000 No Load INVESTOR SHARES Yes
U.S. GOVERNMENT SECURITIES FUND - K CAUKX Bond USD 1,000,000 USD 1,000 No Load K SHARES No
SHELTON CORE VALUE FUND - K EQTKX Stock USD 1,000,000 USD 1,000 No Load K SHARES No
SHELTON EUROPEAN GROWTH & INCOME FUND EUGKX Stock USD 1,000,000 USD 1,000 N/A CLASS K Yes
S&P MIDCAP INDEX FUND - K MIDKX N/A USD 1,000,000 USD 1,000 No Load K SHARES No
NASDAQ 100 INDEX FUND - K NDXKX N/A USD 1,000,000 USD 1,000 No Load K SHARES No
S&P SMALLCAP INDEX FUND - K SMLKX N/A USD 1,000,000 USD 1,000 No Load K SHARES No
S&P 500 INDEX FUND - K SPXKX N/A USD 1,000,000 USD 1,000 No Load K SHARES No
SHELTON FUNDS SHORT-TERM US GOVERNMENT BOND FUND STUKX Bond USD 1,000,000 USD 1,000 N/A CLASS K Yes
REALTY CAPITAL INCOME FUNDS SCM SHELTON REAL ESTATE INCOME FUND RENTX Stock USD 1,000,000 USD 2,500 N/A INVESTOR Yes
SHELTON REAL ESTATE INCOME FUND RENIX N/A USD 1,000,000 USD 500,000 N/A INSTITUTIONAL Yes
SHELTON INTL SELECT EQUITY FUND - INV SISLX Stock USD 1,000,000 USD 1,000 No Load INVESTOR No
SHELTON INTL SELECT EQUITY FUND - INST SISEX Stock USD 1,000,000 USD 500,000 No Load INSTITUTIONAL Yes
SHELTON TACTICAL CREDIT FUND - INV DEBTX N/A USD 1,000,000 USD 1,000 No Load INVESTOR No
SHELTON TACTICAL CREDIT FUND - INST DEBIX N/A USD 1,000,000 USD 500,000 No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.