Shelton Capital Management Core Value Fund

Scorecard
4 / 5 Stars
Lipper
4 5 5 5 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A- (Buy)

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 95.39 95.39
Bonds 0.0 0.0
Other 1.07 1.07
Foreign Bonds 0.0 0.0
Foreign Stocks 3.54 3.54
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
Chevron Corp CVX 6.16 3.71
JPMorgan Chase & Co JPM 0.43 3.27
Goldman Sachs Group Inc GS -5.27 2.47
Wells Fargo & Co WFC 17.56 2.39
Walt Disney Co DIS 13.18 2.27
Procter & Gamble Co PG -1.09 2.06
PPG Industries Inc PPG 10.8 2.03
Home Depot Inc HD 0.51 1.98
WellPoint Inc WLP 18.25 1.87
Baxter International Inc BAX 7.51 1.83

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