Shelton Capital Management Core Value Fund

Scorecard
4 / 5 Stars
Lipper
4 4 5 5 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

The fund invests primarily in blue chips. Management has a preference for dividend-paying companies.

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 96.69 96.69
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 3.31 3.31
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Chevron Corp CVX -7.26 3.42
JPMorgan Chase & Co JPM -3.23 3.31
Apple Inc AAPL -5.38 3.04
Goldman Sachs Group Inc GS -6.75 2.58
Wells Fargo & Co WFC 2.31 2.16
Johnson & Johnson JNJ 0.69 2.1
Walt Disney Co DIS 4.01 1.99
Procter & Gamble Co PG -4.09 1.98
Home Depot, Inc. HD -0.41 1.92
PPG Industries, Inc. PPG 4.22 1.86