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
Minimum1
Load
Type
Share
Class
Transaction
Fee
SHELTON US GOVERNMENT SECURITIES FUND CAUKX Bond USD 1,000,000 USD 1,000 N/A CLASS K Yes
SHELTON CORE VALUE FUND EQTKX Stock USD 1,000,000 USD 1,000 N/A CLASS K Yes
SHELTON EUROPEAN GROWTH & INCOME FUND EUGKX Stock USD 1,000,000 USD 1,000 N/A CLASS K Yes
SHELTON S&P MIDCAP INDEX FUND MIDKX Stock USD 1,000,000 USD 1,000 N/A CLASS K Yes
SHELTON NASDAQ-100 INDEX FUND NDXKX Stock USD 1,000,000 USD 1,000 N/A CLASS K Yes
SHELTON S&P SMALLCAP INDEX FUND SMLKX Stock USD 1,000,000 USD 1,000 N/A CLASS K Yes
SHELTON S&P 500 INDEX FUND SPXKX Stock USD 1,000,000 USD 1,000 N/A CLASS K Yes
SHELTON FUNDS SHORT-TERM US GOVERNMENT BOND FUND STUKX Bond USD 1,000,000 USD 1,000 N/A CLASS K Yes
SHELTON BDC INCOME FUND LOANX Equity USD 1,000,000 USD 3,000 N/A INVESTOR Yes
SHELTON BDC INCOME FUND LOAIX Equity USD 1,000,000 USD 500,000 N/A INSTITUTIONAL Yes
SHELTON REAL ESTATE INCOME FUND RENTX Equity USD 1,000,000 USD 3,000 N/A INVESTOR Yes
SHELTON REAL ESTATE INCOME FUND RENIX Equity USD 1,000,000 USD 500,000 N/A INSTITUTIONAL Yes
SHELTON INTERNATIONAL SELECT EQUITY FUND SISLX Equity USD 1,000,000 USD 3,000 N/A INVESTOR Yes
SHELTON INTERNATIONAL SELECT EQUITY FUND SISEX Equity USD 1,000,000 USD 500,000 N/A INSTITUTIONAL Yes
SHELTON TACTICAL CREDIT FUND DEBTX Alternatives USD 1,000,000 USD 3,000 N/A INVESTOR Yes
SHELTON TACTICAL CREDIT FUND DEBIX Alternatives USD 1,000,000 USD 500,000 N/A INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.