Morningstar

Shelton Mutual Funds

View all of Shelton’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Shelton Funds List

Share Class Type

1 to 22 of 22 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Shelton Equity Income InvestorEQTIXDerivative Income15.85%190.690%LowNo Load$1,000
Shelton Nasdaq-100 Index InstitutionalNQQQXLarge Growth19.50%660.270%LowInstitutional$10.0 Mil
Shelton Nasdaq-100 Index InvestorNASDXLarge Growth19.29%680.520%Below AverageNo Load$1,000
Shelton Nasdaq-100 Index KNDXKXLarge Growth19.05%700.770%LowRetirement, Medium$1,000
Shelton Emerging Markets InstitutionaEMSQXDiversified Emerging Mkts9.07%880.980%Below AverageInstitutional$500,000
Shelton Emerging Markets InvestorEMSLXDiversified Emerging Mkts8.90%891.230%AverageNo Load$1,000
Shelton Equity Income Class KEQTKXDerivative Income15.36%231.190%LowRetirement, Medium$1,000
Shelton S&P 500 Index InvestorSPFIXLarge Blend21.14%330.410%LowNo Load$1,000
Shelton S&P Smallcap Index InvestorSMCIXSmall Blend8.47%760.720%LowNo Load$1,000
Shelton S&P 500 Index KSPXKXLarge Blend20.69%380.910%LowRetirement, Medium$1,000
Shelton S&P Midcap Index InvestorSPMIXMid-Cap Blend12.84%620.580%LowNo Load$1,000
Shelton S&P Midcap Index KMIDKXMid-Cap Blend12.42%671.080%LowRetirement, Medium$1,000
Shelton S&P Smallcap Index KSMLKXSmall Blend8.09%801.220%LowRetirement, Medium$1,000
Shelton Tactical Credit InstitutionalDEBIXNontraditional Bond7.56%110.980%Above AverageInstitutional$500,000
Shelton Tactical Credit InvestorDEBTXNontraditional Bond7.28%161.230%Above AverageNo Load$1,000
Shelton US Government Securities InvCAUSXIntermediate Government3.58%950.730%HighNo Load$1,000
Green California Tax-Free Income InvCFNTXMuni California Intermediate—1.90%830.700%HighNo Load$1,000
Shelton International Select Eq InstSISEXForeign Large Blend13.44%590.990%HighInstitutional$500,000
Shelton International Select Eq InvSISLXForeign Large Blend13.24%641.240%HighNo Load$1,000
Shelton Sustainable Equity InstitutionalNEXIXMid-Cap Growth5.04%900.970%Above AverageInstitutional$500,000
Shelton Sustainable Equity InvestorNEXTXMid-Cap Growth4.83%911.230%Above AverageNo Load$1,000
Shelton US Government Securities KCAUKXIntermediate Government3.23%991.230%HighRetirement, Medium$1,000

Shelton Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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