Steve Rogers joined Nasdaq TradeTalks to unpack how the Nasdaq-100 ecosystem is evolving for retirement needs.
The conversation highlights retirement-first considerations, including why Nasdaq-100 exposure remains uncommon in many 401(k) lineups,* even as 80% of plan participants report that they want access to innovation in their 401(k)s.**
It also highlights Shelton Capital Management Nasdaq-100 Index Fund, Institutional Shares (NQQQX) as one way to access the Nasdaq-100 through a mutual fund structure intended for long-term investors.
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, visit https://www.sheltoncap.com/wp-content/uploads/2025/11/Prospectus-1.1.26.pdf or call (800) 955-9988. A prospectus should be read carefully before investing.
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.
Received an Overall Morningstar RatingTM of 4 stars among 1,004 Large Growth funds, based on the risk-adjusted returns, as of 12/31/2025.
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, Time.com, and Kiplinger.com, which reflect the NASDX share class.
The fund’s Morningstar three-, five-, ten-year ratings respectively, 4 stars, 4 stars, 5 stars among 1,004, 936, 755 funds.
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.
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.
