Shelton Capital Management S&P 500 Index Fund

Scorecard
3 / 5 Stars
Lipper
2 2 5 5 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Fees

Updated 01.01.2014

Maximum Sales Fees %
Initial
Deferred

Updated 01.01.2014

Maximum Fees %
Administrative 0.1
Management 0.25
Redemption

Updated 01.01.2014

Actual Fees %
12b-1 0.25
Management 0.25
Net Expense Ratio: Annual Report 0.86
Net Expense Ratio: Prospectus 0.86

Updated 03.05.2014

Total Cost Projections
3-Year $338.00
5-Year $596.00
10-Year $1,328.00

Purchase Information

Updated 01.01.2014

Minimum Investments
Initial $1,000.00
Additional $100.00
Initial IRA $1,000.00
Additional IRA $100.00
Initial AIP $500.00
Additional AIP $100.00