Fund Directory - Shelton Capital Management

Click on the fund symbol for a comprehensive Fund Cost Report.
Ticker Symbol Fund Name Share Class Fund Category
CFNTXGreen California Tax-Free Income FundInvestorCalifornia Municipal Debt
ICFSXICON Consumer Select FundInstitutionalFinancial Services
ICFAXICON Consumer Select FundInvestorFinancial Services
IOLZXICON Equity FundInstitutionalAlternative Long/Short Equity
ISTAXICON Equity FundInvestorAlternative Long/Short Equity
IOEZXICON Equity Income FundInstitutionalEquity Income
IEQAXICON Equity Income FundInvestorEquity Income
IOBZXICON Flexible Bond FundInstitutionalCorporate Debt BBB-Rated
IOBAXICON Flexible Bond FundInvestorCorporate Debt BBB-Rated
ICTEXICON Health and Information Technology FundInstitutionalScience and Technology
ICTTXICON Health and Information Technology FundInvestorScience and Technology
ICBMXICON Natural Resources and Infrastructure FundInstitutionalNatural Resources
ICBAXICON Natural Resources and Infrastructure FundInvestorNatural Resources
ICTUXICON Utilities and Income FundInstitutionalUtility
ICTVXICON Utilities and Income FundInvestorUtility
NDXKXNasdaq-100 Index FundKLarge-Cap Growth
NQQQXNasdaq-100 Index FundInstitutionalLarge-Cap Growth
NASDXNasdaq-100 Index FundInvestorLarge-Cap Growth
SPXKXS&P 500 Index FundKS&P 500 Index
SPFIXS&P 500 Index FundInvestorS&P 500 Index
MIDKXS&P MidCap Index FundKS&P Midcap 400 Index
SPMIXS&P MidCap Index FundInvestorS&P Midcap 400 Index
SMLKXS&P SmallCap Index FundKSmall-Cap Core
SMCIXS&P SmallCap Index FundInvestorSmall-Cap Core
EMSQXShelton Emerging Markets FundInstitutionalEmerging Markets
EMSLXShelton Emerging Markets FundInvestorEmerging Markets
EQTKXShelton Equity Income FundKEquity Income
EQTIXShelton Equity Income FundInvestorEquity Income
NEXIXShelton Sustainable Equity FundInstitutionalGlobal Multi-Cap Core
NEXTXShelton Sustainable Equity FundInvestorGlobal Multi-Cap Core
DEBIXShelton Tactical Credit FundInstitutionalAbsolute Return Bond
DEBTXShelton Tactical Credit FundInvestorAbsolute Return Bond
CAUKXUS Government Securities FundKGeneral U.S. Government
CAUSXUS Government Securities FundInvestorGeneral U.S. Government
UTSXXUnited States Treasury TrustInvestorInstitutional U.S. Treasury Money Market

This directory is refreshed monthly, most recently on Feb 9, 2024.