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Shelton Funds

Company profile

Employees
Location
Fiscal year end
Former names
California Investment Trust
SEC CIK

Funds

Data from SEC filings
Series Ticker %Monthly Return ? $Assets #Holdings As of
Green California Tax-Free Income Fund CFNTX 0.15 0.5 0.26 57.99M 41 May 2021
Nasdaq-100 Index Fund NDXKX, NASDX -1.23 5.86 1.39 1.06B 103 May 2021
S&P 500 Index Fund SPFIX, SPXKX 0.65 5.31 4.34 232.41M 506 May 2021
S&P MidCap Index Fund SPMIX, MIDKX 0.19 4.45 4.54 131.66M 401 May 2021
S&P SmallCap Index Fund SMCIX, SMLKX 1.92 1.98 3.32 69.15M 602 May 2021
Shelton Equity Income Fund EQTIX, EQTKX 2.93 3.95 4.93 208.87M 182 May 2021
Shelton Green Alpha Fund NEXTX -2.41 -0.54 0.05 264.86M 60 May 2021
U.S. Government Securities Fund CAUSX, CAUKX 0.21 0.26 -0.77 20.02M 18 May 2021

Calendar

27 Aug 21
26 Oct 21
31 Aug 22

Current reports

No filings

Registration and prospectus

No filings