Steve Rogers, CEO of Shelton Capital Management, recently joined Jillian Del Signore on Talk Your Ticker to discuss how Shelton Capital Management’s Nasdaq-100 mutual fund—specifically the institutional share class, NQQQX—is helping expand access to innovation within retirement portfolios.
During the conversation, Rogers outlined how NQQQX is structured to support the evolving needs of retirement plan participants and sponsors:
NQQQX is designed for long-term investors seeking exposure to the Nasdaq-100
The fund offers a no-load structure and is built specifically for retirement plans
It provides end-of-day NAV pricing to align with 401(k) plan operations
Available across major retirement platforms and directly through Shelton
Growing Demad for Nasdaq-100 Exposure
The discussion also referenced findings from the Annual Nasdaq-100® Retirement Plan Survey, which indicated growing investor interest in gaining access to Nasdaq-100 strategies within employer-sponsored plans.
Watch the full interview here.
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.
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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.
