Shelton Capital’s NASDX Tops U.S. News Best Large Growth Fund List

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Shelton Capital Management’s Nasdaq-100 Index Fund has been recognized by U.S. News as one of the top performing mutual funds in its category with a score of 9.8.

Shelton Capital Management’s Nasdaq-100 Index Fund has been recognized by U.S. News as one of the top performing mutual funds in its category with a score of 9.8. The U.S. News Mutual Fund Score is produced using an equal weighting of the overall ratings provided by five different data sources including Morningstar, Lipper, Standard and Poor’s, and Zack’s.

“We are pleased to have our investment philosophy and long-term results for our shareholders recognized by the ratings of leading fund industry researchers”, says Steve Rogers, CEO and Portfolio Manager.

“The strong performance of the NASDX Fund has led the fund to become our fastest growing among the 13 Shelton Funds” according to Managing Director, Dennis Clark. “The fund is the #1 performing fund out of 233 funds in the Morningstar large growth category for the year ending June 30th, 2012 and has a very strong ranking for the five year period of 11 out of 220 funds and for the ten year, it tied for 47 out of 208 funds”.    

The rankings can be viewed at

We encourage investors to call us at (800) 955-9988 to open an account, or alternatively, the fund is available on several mutual fund platforms.
The fund performance as of June 30th is as follows: Three months -4.90%; 1 year 13.49%; 5 years 6.77% and 10 years 9.77%.

Shelton Capital Management serves as the investment manager for the Fund and is an industry-leading provider of portfolio management solutions headquartered in San Francisco, CA. As of June 30, 2012, Shelton Capital manages approximately $825 million in client assets. Shelton Capital offers a variety of investment strategies for individuals and institutions, including core equity and fixed income portfolios (U.S., developed non-U.S., emerging market and global equities), mutual funds and option-based strategies.

The Fund’s total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions. All performance figures reflect an expense reimbursement, where applicable. Without the expense reimbursement, the performance figures would be lower. The performance data quoted represents past performance. Performance figures represent past performance and are not a guarantee of future results. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance data quoted. For more current month-end Fund performance information, please call (800) 955-9988 or visit Investments are not FDIC insured or bank guaranteed and may lose value.

Investors should consider a fund’s objectives, risks, charges and expenses carefully before investing. The Prospectus contains this and other information about the fund. To obtain a prospectus, visit or call (800) 955-9988. A prospectus should be read carefully before investing. Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.

Nasdaq®, Nasdaq-100® and Nasdaq-100 Index® are trade or service marks of The Nasdaq Stock Market, Inc. (which with its affiliates are the “Corporations”) and are licensed for use by the Fund. The Fund has not been passed on by the Corporations as to their legality or suitability. The Fund is not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the Fund.

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Suzanne Taylor
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