Shelton Capital Management Crosses $5 Billion in AUM

Denver, March 28, 2024 – Shelton Capital Management, a multi-strategy investment manager, today announced that assets under management (AUM) in its suite of mutual funds and separately managed accounts have exceeded $5 billion.

“We’re thrilled with this achievement and grateful for the client and shareholder support that has been instrumental in helping Shelton Capital Management double AUM in less than four years,” said Steve Rogers, CEO of Shelton Capital Management. “Our position as a performance leader in the emerging category of option strategies has propelled our mutual fund and separately managed accounts business.   We’ve been leading in this space for over a decade and the smartest allocators are looking to Shelton because of our experience and comparative performance.”

Crossing $5 billion in AUM coincides with other important milestones at Shelton Capital, including adding key employee talent and expanding the firm’s institutional expertise. It also reflects strong investment performance by the firm’s skilled portfolio teams, as well as significant advisor interest in its unique investment line-up.

Shelton Capital offers a wide selection of specialized mutual funds and separately managed accounts. Investment solutions include option overlay strategies, fixed income, international and sustainable investments, as well as diversified mutual fund offerings across a broad spectrum of asset classes. Several funds received an Overall Morningstar RatingTM of 4 or 5 stars based on risked adjusted returns, as of 2/29/2024, including:

Overall Morningstar Rating of 5 Stars*

  • Shelton Equity Income Fund (EQTIX), Derivative Income Category – 77 Funds
  • Nasdaq-100 Index Fund (NASDX), Large Growth Category – 1,115 Funds

Overall Morningstar Rating of 4 Stars*

  • Shelton Emerging Markets Fund (EMSQX), Diversified Emerging Markets Category – 717 Funds
  • S&P 500 Index Fund (SPFIX), Large Blend Category – 1,298 Funds

Important Information

It is possible to lose money by investing in a fund. Past performance does not guarantee future results. 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 www.sheltoncap.com  or call (800) 955-9988. A prospectus should be read carefully before investing.

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.

© 2024 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. https://sheltonfunds.com/morningstar/

*EQTIX Morningstar three-, five-, ten-year ratings respectively, 5 stars, 5 stars, 5 stars among, 77, 70, 36 funds.

*NASDX Morningstar three-, five-, ten-year ratings respectively, 4 stars, 5 stars, 5 stars among 1,115, 1,040, 811 funds.

*EMSQX Morningstar three-, five-, ten-year ratings respectively, 4 stars, 4 stars, 4 stars among 717, 654, 419 funds.

*SPFIX Morningstar three-, five-, ten-year ratings respectively, 3 stars, 3 stars, 4 stars among 1,298, 1,183, 890 funds.