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Shelton Capital Management Crosses $5 Billion in AUM

Denver, March 28, 2024 – Shelton Capital Management, a multi-strategy investment manager, today announced that assets under management (AUM) in its suite of mutual funds and separately managed accounts have exceeded $5 billion.

“We’re thrilled with this achievement and grateful for the client and shareholder support that has been instrumental in helping Shelton Capital Management double AUM in less than four years,” said Steve Rogers, CEO of Shelton Capital Management. “Our position as a performance leader in the emerging category of option strategies has propelled our mutual fund and separately managed accounts business.   We’ve been leading in this space for over a decade and the smartest allocators are looking to Shelton because of our experience and comparative performance.”

Crossing $5 billion in AUM coincides with other important milestones at Shelton Capital, including adding key employee talent and expanding the firm’s institutional expertise. It also reflects strong investment performance by the firm’s skilled portfolio teams, as well as significant advisor interest in its unique investment line-up.

Shelton Capital offers a wide selection of specialized mutual funds and separately managed accounts. Investment solutions include option overlay strategies, fixed income, international and sustainable investments, as well as diversified mutual fund offerings across a broad spectrum of asset classes. Several funds received an Overall Morningstar RatingTM of 4 or 5 stars based on risked adjusted returns, as of 2/29/2024, including:

Overall Morningstar Rating of 5 Stars*

  • Shelton Equity Income Fund (EQTIX), Derivative Income Category – 77 Funds
  • Nasdaq-100 Index Fund (NASDX), Large Growth Category – 1,115 Funds

Overall Morningstar Rating of 4 Stars*

  • Shelton Emerging Markets Fund (EMSQX), Diversified Emerging Markets Category – 717 Funds
  • S&P 500 Index Fund (SPFIX), Large Blend Category – 1,298 Funds

Important Information

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 the fund. To obtain a prospectus, visit www.sheltoncap.com/  or call (800) 955-9988. A prospectus should be read carefully before investing.

Distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.

INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.

© 2024 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. https://sheltonfunds.com/morningstar/

*EQTIX Morningstar three-, five-, ten-year ratings respectively, 5 stars, 5 stars, 5 stars among, 77, 70, 36 funds.

*NASDX Morningstar three-, five-, ten-year ratings respectively, 4 stars, 5 stars, 5 stars among 1,115, 1,040, 811 funds.

*EMSQX Morningstar three-, five-, ten-year ratings respectively, 4 stars, 4 stars, 4 stars among 717, 654, 419 funds.

*SPFIX Morningstar three-, five-, ten-year ratings respectively, 3 stars, 3 stars, 4 stars among 1,298, 1,183, 890 funds.

Author

  • Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.

     

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The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
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By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

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The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

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The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

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