A mutual fund tradition across active and Index-Based strategies
The firm has built a lineup of actively managed and index-oriented mutual funds that serve a wide range of investor needs.
Shelton Capital Management offers mutual fund strategies across fixed income, international equity, and equity income. Its investment team applies portfolio discipline, fundamental research, and thoughtful security selection in areas where active management may add value, while also providing index-based options in market segments that fit a more rules-based approach.
This range gives investors and advisors more flexibility when building portfolios. Broad market funds can anchor an allocation, while more specialized strategies can support goals tied to diversification, income, and overall portfolio design.