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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 US GOVERNMENT SECURITIES FUND CAUKX USD 1,000 USD 1,000 Bond N/A CLASS K Yes
SHELTON CORE VALUE FUND EQTKX USD 1,000 USD 1,000 Stock N/A CLASS K Yes
SHELTON EUROPEAN GROWTH & INCOME FUND EUGKX USD 1,000 USD 1,000 Stock N/A CLASS K Yes
SHELTON S&P MIDCAP INDEX FUND MIDKX USD 1,000 USD 1,000 Stock N/A CLASS K Yes
SHELTON NASDAQ-100 INDEX FUND NDXKX USD 1,000 USD 1,000 Stock N/A CLASS K Yes
SHELTON S&P SMALLCAP INDEX FUND SMLKX USD 1,000 USD 1,000 Stock N/A CLASS K Yes
SHELTON S&P 500 INDEX FUND SPXKX USD 1,000 USD 1,000 Stock N/A CLASS K Yes
SHELTON FUNDS SHORT-TERM US GOVERNMENT BOND FUND STUKX USD 1,000 USD 1,000 Bond N/A CLASS K Yes
SHELTON BDC INCOME FUND LOANX USD 3,000 USD 3,000 N/A N/A INVESTOR Yes
SHELTON BDC INCOME FUND LOAIX USD 500,000 USD 500,000 N/A N/A INSTITUTIONAL 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 INTERNATIONAL SELECT EQUITY FUND SISLX USD 3,000 USD 3,000 N/A N/A INVESTOR Yes
SHELTON INTERNATIONAL SELECT EQUITY FUND SISEX USD 500,000 USD 500,000 N/A N/A INSTITUTIONAL Yes
SHELTON TACTICAL CREDIT FUND DEBTX USD 3,000 USD 3,000 N/A N/A INVESTOR Yes
SHELTON TACTICAL CREDIT FUND DEBIX USD 500,000 USD 500,000 N/A N/A INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.