Shelton Capital Management Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return1.569.5219.43-4.6217.09
    Category Average-0.487.9918.68-5.1516.31
    Assets for Each Yr*1.171.151.371.271.48
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 17.09 11.02 8.61

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,475 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 81.91 0.92 Average
    International Stock 5.0 4.41 1.28 Average
    Municipal Bond 2.0 4.48 0.76 Average
    Taxable Bond 3.3 1.73 0.93 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Shelton Nasdaq-100 I Stephen C. Rogers 15.70
    Shelton S&P 500 Inde Stephen C. Rogers 15.70
    Shelton S&P Midcap I Stephen C. Rogers 15.70
    Shelton S&P Smallcap Stephen C. Rogers 15.70
    Shelton Short Term U Stephen C. Rogers 12.60

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Shelton Real Estate William Mock 1.40
    Shelton BDC Income I William Mock 2.50
    Shelton Tactical Cre Guy J. Benstead 4.90
    Shelton Green Alpha Jeremy Deems 6.50
    Green California Tax Stephen C. Rogers 8.60