As the Magnificent 7 report earnings, demand for Nasdaq-100® in 401(k)s revealed.

Investment News says, most still suggest that the trajectory for big tech is still upwards, investors may decide to buy any dip that comes from this week’s results. And it seems many Americans are keen to ensure that their retirement plan has exposure to the Nasdaq-100 index that they so heavily influence.

Understand why big tech is the Future of 401(k):

As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed

Important Information

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, CLICK HERE or call (800) 955-9988. A prospectus should be read carefully before investing.

It is possible to lose money by investing in a fund. Past performance does not guarantee future results and current performance may be lower or higher than the performance data quoted. 

An investment in the Fund involves risk, including possible loss of principal. Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.

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 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. Diversification does not assure a profit or protect against lost in a declining market. For a list of the top 10 holdings for NASDX, visit www.nasdx100.com. It is not possible for individuals to invest directly in an index.

Performance figures for an index do not reflect deductions for sales charges, commissions, expenses or taxes.

Shelton Funds are 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.

The reader should not assume that investment decisions identified and discussed were or will be profitable.  Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.

By clicking the above link, you’ll leave this site and go to a third-party website. Shelton Capital Management does not control the content or privacy practices of the other website and does not endorse or accept responsibility for the content, policies, activities, products or services offered on the site. It should not be considered investment advice. The information provided does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security. 

Disclosure of the Annual Nasdaq-100 Retirement Plan Survey: We surveyed over 1,000 U.S. 401(k) plan participants with a balanced reflection of the U.S. Census for gender and age range. This study was conducted by Centiment between February 10 and February 14, 2025. Survey respondents were 18 years or older, with full-time active employment making the median U.S. household income in 2023 of $80,000 or higher.

Author

  • Josh Fudge joined Shelton Capital Management in 2019.  He is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives.

    Prior to joining Shelton Capital Management, Josh held various roles in the investment industry most recently with RBC Wealth Management where he was responsible for investment analysis and client growth. The majority of Josh’s career has been focused on sales and distribution as a Director with WHV Investments, a VP at SteelPath/OppenheimerFunds, and various positions at Janus Capital Group. Away from work he enjoys skiing, hiking, and spending time outdoors with his wife, three children, and their dog Bailey.

    Josh is a graduate of Miami University (Oxford, OH).

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  • 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;
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  • 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;
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