| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | sheltoncap.com/mutual-funds/ |
| Fund | Symbol | Initial Investment Minimum1 |
Advisor Initial Minimum1 |
Investment Type |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| U.S. GOVERNMENT SECURITIES FUND - K | CAUKX | USD 1,000 | USD 1,000 | Bond | No Load | K SHARES | No |
| SHELTON CORE VALUE FUND - K | EQTKX | USD 1,000 | USD 1,000 | Stock | No Load | K SHARES | No |
| SHELTON EUROPEAN GROWTH & INCOME FUND | EUGKX | USD 1,000 | USD 1,000 | Stock | N/A | CLASS K | Yes |
| S&P MIDCAP INDEX FUND - K | MIDKX | USD 1,000 | USD 1,000 | N/A | No Load | K SHARES | No |
| NASDAQ 100 INDEX FUND - K | NDXKX | USD 1,000 | USD 1,000 | N/A | No Load | K SHARES | No |
| S&P SMALLCAP INDEX FUND - K | SMLKX | USD 1,000 | USD 1,000 | N/A | No Load | K SHARES | No |
| S&P 500 INDEX FUND - K | SPXKX | USD 1,000 | USD 1,000 | N/A | No Load | K SHARES | No |
| SHELTON FUNDS SHORT-TERM US GOVERNMENT BOND FUND | STUKX | USD 1,000 | USD 1,000 | Bond | N/A | CLASS K | Yes |
| SHELTON BDC INCOME FUND | LOANX | USD 3,000 | USD 3,000 | N/A | N/A | INVESTOR | Yes |
| SHELTON BDC INCOME FUND | LOAIX | USD 500,000 | USD 500,000 | N/A | N/A | INSTITUTIONAL | Yes |
| REALTY CAPITAL INCOME FUNDS SCM SHELTON REAL ESTATE INCOME FUND | RENTX | USD 2,500 | USD 2,500 | Stock | N/A | INVESTOR | Yes |
| SHELTON REAL ESTATE INCOME FUND | RENIX | USD 500,000 | USD 500,000 | N/A | N/A | INSTITUTIONAL | Yes |
| SHELTON INTERNATIONAL SELECT EQUITY FUND | SISLX | USD 3,000 | USD 3,000 | N/A | N/A | INVESTOR | Yes |
| SHELTON INTERNATIONAL SELECT EQUITY FUND | SISEX | USD 500,000 | USD 500,000 | N/A | N/A | INSTITUTIONAL | Yes |
| SHELTON TACTICAL CREDIT FUND - INV | DEBTX | USD 1,000 | USD 1,000 | N/A | No Load | INVESTOR | No |
| SHELTON TACTICAL CREDIT FUND - INST | DEBIX | USD 500,000 | USD 500,000 | N/A | No Load | INSTITUTIONAL | Yes |
Notes: