San Francisco, CA (PRWEB) May 28, 2015
Shelton Capital Management, a mutual fund company founded in 1985, today announced that its Nasdaq-100 Index Fund received the 2015 Lipper Fund Awards for Best Fund in the Large Cap Growth Fund category based on its consistently strong risk, adjusted performance for the three-, five- and 10- year periods ending 11/30/2014. The Fund’s peer group for each of these years consisted of 170, 156 and 133 eligible funds, respectively.
"We are thrilled to be recognized for our Nasdaq-100 Index Fund. The performance of the index, which is not under our control, combined with Shelton’s commitment to low expenses for our shareholders, helped us win this prestigious award,” says Managing Director, Dennis Clark.
About Shelton Capital Management
Shelton Capital Management, with offices in San Francisco and Denver, has been managing mutual funds since 1985. As of December 31, 2014, the firm manages $1.2 billion in assets.
Shelton Capital Management offers its investment management to individual investors, retirement plans and wealth managers through a series of 12 mutual funds and in Separately Managed Accounts (SMA’s). Please visit http://www.sheltoncap.com for more information.
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance through the professional investment community. The Thomson Reuters Awards for Excellence recognize the world’s top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. For more information please contact [email protected] or visit excellence.thomsonreuters.com/award/lipper.
The Fund invests in the largest non-financial companies that are traded on the Nasdaq Stock Market. They are currently concentrated in the technology sector which has been among the most volatile sectors of the U.S. stock market. During a declining stock market, this fund would lose money. It would potentially lose more money than other large cap funds. 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.
Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit http://www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing. Past performance is no guarantee of future results, which may vary. For the most recent Nasdaq 100 Index Fund’s performance, please visit our website at http://www.sheltoncap.com. Shelton Capital Management contractually reimburses expenses to the extent total annual fund operating expenses exceed the net expense ratio until 01/02/16.
Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. Investments are not FDIC insured or bank guaranteed and may lose value. (05/2015)