Shelton Capital Management S&P Midcap Index Fund

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

Fund Fees

Updated 01.01.2014

Maximum Sales Fees %
Initial
Deferred

Updated 01.01.2014

Maximum Fees %
Administrative 0.1
Management 0.4
Redemption

Updated 01.01.2014

Actual Fees %
12b-1
Management 0.4
Net Expense Ratio: Annual Report 0.58
Net Expense Ratio: Prospectus 0.58

Updated 03.05.2014

Total Cost Projections
3-Year $231.00
5-Year $406.00
10-Year $903.00

Purchase Information

Updated 01.01.2014

Minimum Investments
Initial $1,000.00
Additional $250.00
Initial IRA $1,000.00
Additional IRA $0.00
Initial AIP $500.00
Additional AIP $100.00