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.
If you have any questions, please call us directly at (800) 955-9988, so that we can provide you with the appropriate assistance.
Forms
| Forms and Investor Resources | PDF File Download |
|---|---|
| Account Application |  |
| IRA Application | |
| Account Options Form | |
| IRA Distribution Form | |
| Retirement Account Beneficiary Designation | |
| Account Address Change Form | |
| Letter of Instruction Form | |
| Account Registration Change Form | |
| IRA Transfer Form | |
| Legal Name Change Form | |
| Taxable Account Beneficiary Designation (TOD) Form | |
| Account Distribution Form | |
| IRA Charitable Distribution Form | |
| IRA Conversion Form | |
| Simple IRA Application | |
| Non-Qualified Transfer Form | |
| Power of Attorney Certification Form | |
| Signature Card | |
| 403(B) Distribution Form | |
| ADV Pt 2: Firm Brochure | |
| ADV Pt 3: CRS Form | |
Literature
Mutual Funds and ETFs
| Investment Solution | Fact Sheet | Prospectus | Annual Report | Tailored Shareholder Report (Annual) | Semi-Annual Report | Tailored Shareholder Report (Semi-Annual) | Statement of Additional Information | Holdings | Capital Gains Distribution Estimates |
|---|---|---|---|---|---|---|---|---|---|
| International | |||||||||
| Shelton International Select Equity Fund | | | | InvestorInstitutional | | InvestorInstitutional | | Q1Q3 | |
| Shelton Emerging Markets Fund | | | | InvestorInstitutional | | InvestorInstitutional | | Q1Q3 | |
| Domestic | |||||||||
| Shelton Equity Income Fund | | | | InvestorK Shares | |  InvestorK Shares | | Q1Q3 | |
| Shelton Equity Premium Income ETF | | | | Investor | | Q1Q3 | |||
| STF Tactical Growth ETF | | | | | | | | Q1Q3 | |
| STF Tactical Growth and Income ETF | | | | | | | | Q1Q3 | |
| S&P MidCap Index Fund | | | | InvestorK Shares | | InvestorK Shares | | Q1Q3 | |
| S&P 500 Index Fund | | | | InvestorK Shares | | InvestorK Shares | | Q1Q3 | |
| S&P SmallCap Index Fund | | | | InvestorK Shares | | InvestorK Shares | | Q1Q3 | |
| Nasdaq-100 Index Fund | | | | InvestorInstitutionalK Shares | | InvestorInstitutionalK Shares | | Q1Q3 | |
| Shelton Sustainable Equity Fund | | | | InvestorInstitutional | | InvestorInstitutional | | Q1Q3 | |
| Fixed Income | |||||||||
| Shelton Tactical Credit Fund | | | | InvestorInstitutional | | InvestorInstitutional | | Q1Q3 | |
| U.S. Government Securities Fund | | | | InvestorK Shares | | InvestorK Shares | | Q1Q3 | |
| Green California Tax-Free Income Fund | | | | Investor | | Investor | | Q1Q3 | |
| Money Market | |||||||||
| U.S. Treasury Trust | | | | Investor | | Investor | | Q1Q3 | |
Literature files are in .pdf format, and will need Adobe® Reader® for viewing. If you do not have Adobe® Reader® installed, you can download a free install here: Download Adobe® Reader®.
Q1 2026 Commentaries
Explore market commentary, firm updates, and practical insights designed to support portfolio discussions and client communication.
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.