Denver, CO, March 15, 2019 – Shelton Capital Management, a multi-strategy asset manager delivering sophisticated investment solutions, announced that its Nasdaq-100 Index Fund (Ticker: NASDX) received the 2019 Lipper Fund Award for Best Fund over ten years in the Large Cap Growth Fund category.
The Fund is available on major brokerage platforms including Charles Schwab, TD Ameritrade, and Fidelity and through several 401(k) platforms and offerings. The Lipper Award is based on the Lipper Leader for Consistent Return rating, a risk-adjusted performance measure calculated over 36, 60 and 120 months ending November 30, 2018. The Fund’s peer group consisted of 137 Large Cap Growth Funds.
“We are privileged and honored to once again have the Nasdaq-100 Index Fund recognized for top performance through these prestigious awards,” said Shelton Capital Managing Director, Dennis Clark. “For investors, the Lipper awards are a long-standing seal of approval to help with fund selection. We are pleased that the Nasdaq-100 Index Fund continues to be recognized for delivering strong performance with low fees for long-term investors.”
The Fund, which seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index®, can be a popular offering in 401(k) platforms, and is likely appealing to younger investors because names such as Facebook, Amazon and Netflix are familiar to them and they believe these companies represent the future economy.
“Although their retirement is 20-30 years away, it is imperative that millennials make an investment in their future now through 401(k)s and other retirement vehicles,” said Ann Margaret Williams, Director of Retirement Plan Sales at Shelton Capital Management. “The Nasdaq-100 Index Fund gives millennials an option to ‘buy what they know’ and own a diversified variety of industries that is in synch with their lifestyle.”
About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager delivering sophisticated investment solutions, and acts as a co-fiduciary on employer-sponsored retirement plans as a 3(38) advisor. 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 $1.85 billion of assets as of December 31, 2018. For additional information, please visit us at https://www.sheltoncap.com/ or call (800) 955-9938.
About the Lipper Fund Awards
For more than three decades and in over 20 countries worldwide, the Lipper Fund Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Renowned fund data and proprietary methodology is the foundation of the Award qualification. Individual classifications of three-, five-, and ten-year periods, as well as fund families with high average scores for the three-year period are recognized.
Disclosures
The NASDAQ 100 Index Fund (NASDX) won the 2017 Lipper Fund Award for Best Fund in the Large Cap Growth Fund category. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five or ten years. Past performance does not guarantee future results.
The Fund invests in the largest non-financial companies that are traded on the Nasdaq Stock Market. They are currently concentrated in the technology sector which has been among the most volatile sectors of the U.S. stock market. During a declining stock market, this fund would lose money. It would potentially lose more money than other large cap funds. Nasdaq®, Nasdaq-100® and Nasdaq-100 Index® are trade or service marks of The Nasdaq Stock Market, Inc. (which with its affiliates are the “Corporations”) and are licensed for use by the Fund. The Fund has not been passed on by the Corporations as to their legality or suitability. The Fund is not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the Fund.
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. Past performance is no guarantee of future results.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
