Denver, CO, March 5, 2020 – Shelton Capital Management, a multi-strategy asset manager delivering sophisticated investment solutions, announced that its Nasdaq-100 Index Fund (Ticker: NASDX) received the 2020 Refinitiv 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 Refinitiv Lipper Fund Award is based on the Lipper Leaders for Consistent Return rating, a risk-adjusted performance measure calculated over 36, 60, and 120 months ending November 30, 2019. The Fund’s peer group consisted of 135 Large Cap Growth Funds.
“At Shelton Capital Management, we are committed to helping our clients achieve their long-term investing goals, and we believe the Nasdaq-100 Index Fund can be a key holding in a diversified portfolio,” said Shelton Capital Managing Director, Dennis Clark. “We are thrilled that the Fund has been recognized again by the prestigious Refinitiv Lipper Fund Awards for providing consistently strong, risk-adjusted performance relative to its peers. The fact that this award is based entirely on objective, quantitative criteria validates our devotion to 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. It is likely appealing to Millennial investors because the index includes category-defining companies on the forefront of innovation—from Apple, Microsoft and Alphabet, to Amgen, Starbucks and Tesla.
“We come to work every day trying to help people focus on the importance of retirement savings,” said Ann Margaret Williams, Director of Retirement Plan Sales at Shelton Capital Management. “The Nasdaq-100 Index Fund is so compelling because the wide variety of companies in the index are ones that investors are very familiar with in their everyday lives. It really is an easy choice.”
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 $2.2 billion of assets as of December 31, 2019. For additional information, please call (800) 955-9988.
About the Refinitiv 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.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
Important Information
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.
