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Literature

Below you will find documents pertaining to all of our investment solutions and information to help maintain your client’s account. Our fund prospectuses provide details about fees, investment objectives, risks of investing and operating policies of our funds. You can view the documents on this page using Adobe Acrobat Reader. If you do not currently have Acrobat Reader, you can get it here.

Information regarding how each of the funds voted proxies for portfolio securities, if applicable, during the most recent 12-month period ended June 30, for the SCM Trust and Shelton Funds Trust are available below without charge and upon request by emailing info@sheltoncap.com or calling us at directly at (800) 955-9988.

If you have any questions, please call us directly at (800) 955-9988, so that we can provide you with the appropriate assistance.

Separately Managed Accounts

Investment SolutionFact SheetADV Pt 2: Firm BrochureADV Pt 3: CRS Form
Shelton Equity Income Strategypdf DLpdf DLpdf DL
Shelton International Select Equity Strategypdf DLpdf DLpdf DL
Shelton Option Overlay Strategypdf DLpdf DLpdf DL
Shelton Covered ETF Portfolio Strategypdf DLpdf DLpdf DL
Shelton ESG Fixed Income Strategiespdf DLpdf DLpdf DL
Shelton Intermediate Aggregate Bond Strategypdf DLpdf DLpdf DL
Shelton Low Volatility Bond Strategypdf DLpdf DLpdf DL
Shelton Aggregate Bond Strategypdf DLpdf DLpdf DL
Shelton Sustainable Equity Income Strategypdf DLpdf DLpdf DL
Shelton Sustainable Equity Strategypdf DLpdf DLpdf DL
Stringer Risk Managed Growth Strategy pdf DLpdf DLpdf DL
Stringer Risk Managed Moderate Growth Strategy pdf DLpdf DLpdf DL
Stringer Risk Managed Conservative Growth Strategy pdf DLpdf DLpdf DL
Stringer Risk Managed Income With Growth Strategypdf DLpdf DLpdf DL
Stringer Risk Managed Income Strategy pdf DLpdf DLpdf DL
Stringer Risk Managed Opportunities Strategypdf DLpdf DLpdf DL

Mutual Funds and ETFs

Investment SolutionFact SheetProspectusAnnual ReportTailored Shareholder Report (Annual)  Semi-Annual ReportTailored Shareholder Report (Semi-Annual)Statement of Additional InformationHoldingsCapital Gains Distribution Estimates
International
Shelton International Select Equity Fundpdf DLpdf DLpdf DLpdf DLInvestor
pdf DLInstitutional		pdf DLpdf DLInvestor
pdf DLInstitutional		pdf DLpdf DLQ1
pdf DLQ3		pdf DL
Shelton Emerging Markets Fundpdf DLpdf DLpdf DLpdf DLInvestor
pdf DLInstitutional		pdf DLpdf DLInvestor
pdf DLInstitutional		pdf DLpdf DLQ1
pdf DLQ3		pdf DL
Domestic
Shelton Equity Income Fundpdf DLpdf DLpdf DLpdf DLInvestor
pdf DLK Shares		pdf DLpdf DLInvestor
pdf DLK Shares		pdf DLpdf DLQ1
pdf DLQ3		pdf DL
Shelton Equity Premium Income ETFpdf DLpdf DLpdf DLpdf DLInvestorpdf DLpdf DLQ1
pdf DLQ3
STF Tactical Growth ETFpdf DLpdf DLpdf DLpdf DLpdf DLpdf DLpdf DLpdf DLQ1
pdf DLQ3
STF Tactical Growth and Income ETFpdf DLpdf DLpdf DLpdf DLpdf DLpdf DLpdf DLpdf DLQ1
pdf DLQ3
S&P MidCap Index Fundpdf DLpdf DLpdf DLpdf DLInvestor
pdf DLK Shares		pdf DLpdf DLInvestor
pdf DLK Shares		pdf DLpdf DLQ1
pdf DLQ3		pdf DL
S&P 500 Index Fundpdf DLpdf DLpdf DLpdf DLInvestor
pdf DLK Shares		pdf DLpdf DLInvestor
pdf DLK Shares		pdf DLpdf DLQ1
pdf DLQ3		pdf DL
S&P SmallCap Index Fundpdf DLpdf DLpdf DLpdf DLInvestor
pdf DLK Shares		pdf DLpdf DLInvestor
pdf DLK Shares		pdf DLpdf DLQ1
pdf DLQ3		pdf DL
Nasdaq-100 Index Fundpdf DLpdf DLpdf DLpdf DLInvestor
pdf DLInstitutional
pdf DLK Shares		pdf DLpdf DLInvestor
pdf DLInstitutional
pdf DLK Shares		pdf DLpdf DLQ1
pdf DLQ3		pdf DL
Shelton Sustainable Equity Fundpdf DLpdf DLpdf DLpdf DLInvestor
pdf DLInstitutional		pdf DLpdf DLInvestor
pdf DLInstitutional		pdf DLpdf DLQ1
pdf DLQ3		pdf DL
Fixed Income
Shelton Tactical Credit Fundpdf DLpdf DLpdf DLpdf DLInvestor
pdf DLInstitutional		pdf DLpdf DLInvestor
pdf DLInstitutional		pdf DLpdf DLQ1
pdf DLQ3		pdf DL
U.S. Government Securities Fundpdf DLpdf DLpdf DLpdf DLInvestor
pdf DLK Shares		pdf DLpdf DLInvestor
pdf DLK Shares		pdf DLpdf DLQ1
pdf DLQ3		pdf DL
Green California Tax-Free Income Fundpdf DLpdf DLpdf DLpdf DLInvestorpdf DLpdf DLInvestorpdf DLpdf DLQ1
pdf DLQ3		pdf DL
Money Market
U.S. Treasury Trustpdf DLpdf DLpdf DLpdf DLInvestorpdf DLpdf DLInvestorpdf DLpdf DLQ1
pdf DLQ3

Proxy Voting Records

Important Information

Investments involve risk. Principal loss is possible.

Investors should consider a fund’s investment objective, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.

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

The Shelton Equity Premium Income ETF is distributed by Paralel Distributors LLC, Member Firm. Shelton Capital Management is not affiliated with Paralel Distributors LLC.

The STF Tactical Growth ETF and Tactical Growth and Income ETF are distributed by Foreside Fund Services, LLC. For more information, please call 1-866-590-9112.

Available Sites

For Institutions and Consultants

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.

For Financial Professionals

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.

Individual Investors

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.

Please read through all of the Terms and Conditions of Use above to continue