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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
SHELTON EQUITY INCOME FUND INVESTOR EQTIX USD 1,000 USD 1,000 Stock No Load INVESTOR SHARES Yes
U.S. GOVERNMENT SECURITIES FUND - K CAUKX USD 1,000 USD 1,000 Bond No Load K SHARES No
SHELTON CORE VALUE FUND - K EQTKX USD 1,000 USD 1,000 Stock No Load K SHARES No
SHELTON EUROPEAN GROWTH & INCOME FUND EUGKX USD 1,000 USD 1,000 Stock N/A CLASS K Yes
S&P MIDCAP INDEX FUND - K MIDKX USD 1,000 USD 1,000 N/A No Load K SHARES No
NASDAQ 100 INDEX FUND - K NDXKX USD 1,000 USD 1,000 N/A No Load K SHARES No
S&P SMALLCAP INDEX FUND - K SMLKX USD 1,000 USD 1,000 N/A No Load K SHARES No
S&P 500 INDEX FUND - K SPXKX USD 1,000 USD 1,000 N/A No Load K SHARES No
SHELTON FUNDS SHORT-TERM US GOVERNMENT BOND FUND STUKX USD 1,000 USD 1,000 Bond N/A CLASS K Yes
REALTY CAPITAL INCOME FUNDS SCM SHELTON REAL ESTATE INCOME FUND RENTX USD 2,500 USD 2,500 Stock N/A INVESTOR Yes
SHELTON REAL ESTATE INCOME FUND RENIX USD 500,000 USD 500,000 N/A N/A INSTITUTIONAL Yes
SHELTON INTL SELECT EQUITY FUND - INV SISLX USD 3,000 USD 3,000 Stock No Load INVESTOR No
SHELTON INTL SELECT EQUITY FUND - INST SISEX USD 500,000 USD 500,000 Stock No Load INSTITUTIONAL Yes
SHELTON TACTICAL CREDIT FUND - INV DEBTX USD 1,000 USD 1,000 N/A No Load INVESTOR No
SHELTON TACTICAL CREDIT FUND - INST DEBIX USD 500,000 USD 500,000 N/A No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.