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Literature and Forms

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 ResourcesPDF File Download
Account Applicationpdf DL
IRA Applicationpdf DL
Account Options Formpdf DL
IRA Distribution Formpdf DL
Retirement Account Beneficiary Designationpdf DL
Account Address Change Formpdf DL
Letter of Instruction Formpdf DL
Account Registration Change Formpdf DL
IRA Transfer Formpdf DL
Legal Name Change Formpdf DL
Taxable Account Beneficiary Designation (TOD) Formpdf DL
Account Distribution Formpdf DL
IRA Charitable Distribution Formpdf DL
IRA Conversion Formpdf DL
Simple IRA Applicationpdf DL
Non-Qualified Transfer Formpdf DL
Power of Attorney Certification Formpdf DL
Signature Cardpdf DL
403(B) Distribution Formpdf DL
ADV Pt 2: Firm BrochureShelton Capital Management_ADV_Part_II
ADV Pt 3: CRS Formpdf DL

Literature

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 DLpdf 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

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®.

Q2 2026 Commentaries

Explore market commentary, firm updates, and practical insights designed to support portfolio discussions and client communication.

Equity Income Strategy Commentary

Download Equity Income Commentary

Download Fact Sheet

Fixed Income Strategy Commentary

Download Fixed Income Commentary

Download Fact Sheet

International Equity Commentary

Jet International airplane.

Download International Equity Commentary

Download Fact Sheet

Sustainable Equity Commentary

Download Sustainable Equity Commentary

Download Fact Sheet

Emerging Markets Fund Commentary

emerging markets pic 1

Download Emerging Markets Commentary

Download Fact Sheet

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 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.

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.

Important Terms And Conditions

The information contained in this section of Shelton Capital Management’s website is intended for use by individual investors in the United States only. It is not intended for use by any person or entity in any jurisdiction where such use would be contrary to applicable law or regulation. For purposes of this section, an "individual investor" means a retail investor. Under Shelton Capital Management’s retail/institutional guidance, retail investors include prospective investors who invest in Shelton funds directly and all current fund shareholders. Under FINRA’s retail communication framework, a retail investor includes any person other than an institutional investor, regardless of whether that person maintains an account with the firm.

By accessing this website you acknowledge and represent that:

  • you are located in the United States;
  • you are accessing this website for purposes of obtaining information as an individual investor as defined above; and
  • you are permitted under applicable laws and regulations to access the information contained herein.

Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of any fund. This and other important information can be found in the prospectus and summary prospectus, which should be read carefully before investing. To obtain a prospectus, visit sheltoncap.com/literature, or call (800) 955-9988.

All investments involve risk, including possible loss of principal. Past performance does not guarantee future results. Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. Investments are not FDIC insured, are not bank guaranteed, and may lose value.

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