Shelton Mutual Funds
Shelton Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 4 of 4 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Shelton Equity Income Investor | EQTIX | Derivative Income | 15.85% | 19 | 0.690% | Low | No Load | $1,000 | ||
Shelton Nasdaq-100 Index Institutional | NQQQX | Large Growth | 19.50% | 66 | 0.270% | Low | Institutional | $10.0 Mil | ||
Shelton Nasdaq-100 Index Investor | NASDX | Large Growth | 19.29% | 68 | 0.520% | Below Average | No Load | $1,000 | ||
Shelton Nasdaq-100 Index K | NDXKX | Large Growth | 19.05% | 70 | 0.770% | Low | Retirement, Medium | $1,000 |
Shelton Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank