DENVER, Sept. 26, 2025 — The Shelton NASDAQ-100 Index Fund (NASDX) has crossed $2 billion in assets under management—a notable moment for a strategy that has steadily gained traction among retirement savers, plan sponsors, and advisors alike. Now in its 25th year, NASDX continues to offer efficient exposure to the innovative companies driving growth in today’s economy.
“This AUM milestone is further validation that investors are actively seeking more innovative and accessible ways to gain exposure to the Nasdaq-100 Index and NASDX is increasingly becoming a go-to solution. Our recent survey research demonstrates that investors want access to a Nasdaq-100 Index Fund in their 401(k) plans,” said Steve Rogers, CEO of Shelton Capital Management. “Nearly 80% plan participants report that having access to a Nasdaq-100 Index product is important and plan advisors and consultants are beginning to respond to that demand.*”
The Fund was named one of Forbes Advisor’s “Best Index Funds of 2024”, received an Overall Morningstar Rating™ of 5 stars among 1,197 Large Growth funds based on risk-adjusted returns as of June 30, 2025, and was recognized by Time as one of its “Best Mutual Funds of 2024.”**
“Another essential benefit of our Nasdaq-100 offering for investors is the opportunity for them to invest directly with Shelton Capital, avoiding the hassle of opening a brokerage account and paying additional fees associated with that burden,” said Dennis Clark, Managing Director, Shelton Capital Management. Historically, the index performance has demonstrated that investing in innovation wins in the long run despite interim volatility. And we continue to see strong flows into the fund because of this.”
Tracking the NASDAQ-100 Index, NASDX provides diversified access to 100 of the largest non-financial companies listed on the Nasdaq Stock Market. For nearly four decades, the Nasdaq-100 Index has represented the world’s foremost large-cap growth index.
Important Information
NASDX AUM as of 9/22/2025 is $2.1 billion
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.
* Our 2025 Retirement Nasdaq-100 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 with the median household income in the US or higher
**For important ranking criteria, please visit Forbes.com and Time.com. The fund’s Morningstar three-, five-, ten-year ratings respectively, 4 stars, 4 stars, 5 stars among 1,033, 954, 754 funds. Important Information for Morningstar® Rating
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.
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.
Media Contact:
Christina Robben
pr@sheltoncap.com
