Shelton Capital Management, a multi-strategy asset manager that seeks to deliver attractive risk-adjusted performance alongside authentic client service, today announced that as of March 26, 2018, it had crossed over $2 billion in assets under management.
The firm, which offers a broad range of investment strategies in both mutual funds and in separately managed accounts, has more than doubled assets under management since moving to Denver in 2014 and is now among Colorado’s largest privately held asset managers.
“We moved our operations to Denver because we liked the region’s strong financial services talent pool, balanced business climate and good overall quality of life,” said Steve Rogers, CEO of Shelton Capital. “We’re thrilled that we’ve also seen strong growth in our investment offerings and bottom line.”
Several of the firm’s mutual funds have received Four and Five-star overall Morningstar Ratings TM including:
- Shelton Tactical Credit Investor (DEBTX) – Five Stars
- Shelton S&P SmallCap Index Direct (SMCIX) – Five Stars
- Shelton Nasdaq-100 Index Direct (NASDX) – Five Stars
- Shelton S&P 500 Index Direct (SPFIX) – Four Stars
- Shelton S&P MidCap Index Direct (SPMIX) – Four Stars
About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager offering investment solutions including mutual funds and separate accounts to the clients of wealth managers, the retirement plan market, and individual investors. Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic customer service. With offices in San Francisco, Denver and Greenwich, CT, Shelton Capital Management manages over $2 billion of assets as of 03/26/18. For additional information, please visit us at https://www.sheltoncap.com/ or call (800) 955-9938.
The Shelton Tactical Credit Fund, Shelton S&P SmallCap Index Fund, Shelton Nasdaq-100 Index Fund, Shelton S&P 500 Index Fund, and Shelton S&P MidCap Index Fund are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
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The Shelton Tactical Credit Fund is among 32 funds in the Morningstar Long-Short Credit category derived from a weighted average of the Fund’s three, five, and ten-year adjusted returns as of March 31, 2018. For the three-year period, the fund was rated Five stars out of 32 funds. Five and ten-year periods are not applicable based on the inception date of the Fund.
The Shelton S&P SmallCap Index Fund is among 616 funds in the Morningstar Small Blend category derived from a weighted average of the Fund’s three, five, and ten-year adjusted returns as of March 31, 2018. For the three-year period, the fund was rated Five stars out of 616 funds, for the five-year period the Fund was rated Five stars out of 527 funds, and for the ten-year period the Fund was rated Five stars out of 391 funds.
The Shelton Nasdaq-100 Index Fund is among 1246 funds in the Morningstar Large Growth category derived from a weighted average of the Fund’s three, five, and ten-year adjusted returns as of March 31, 2018. For the three-year period, the fund was rated Five stars out of 1246 funds, for the five-year period the Fund was rated Five stars out of 1125 funds, and for the ten-year period the Fund was rated Five stars out of 805 funds.
The Shelton S&P 500 Index Fund is among 1177 funds in the Morningstar Large Blend category derived from a weighted average of the Fund’s three, five, and ten-year adjusted returns as of March 31, 2018. For the three-year period, the fund was rated Four stars out of 1177 funds, for the five-year period the Fund was rated Four stars out of 1056 funds, and for the ten-year period the Fund was rated Four stars out of 781 funds.
The Shelton S&P MidCap Index Fund is among 363 funds in the Morningstar Mid Blend category derived from a weighted average of the Fund’s three, five, and ten-year adjusted returns as of March 31, 2018. For the three-year period, the fund was rated Four stars out of 363 funds, for the five-year period the Fund was rated Four stars out of 327 funds, and for the ten-year period the Fund was rated Four stars out of 231 funds.
Past performance is no guarantee of future results. Ratings reflect fee waivers in effect; in their absence, ratings may have been lower.
The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk- Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Important Information
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE It is possible to lose money by investing in a Fund. Past performance does not guarantee future results. Investors should consider a Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about a Fund. To obtain a prospectus, visit www.sheltoncap.com/ or call (800) 955-9988. A prospectus should be read carefully before investing.
