Home > Best Funds > Best Mutual Funds > Fund Category: Muni California Intermediate > Shelton Capital Management California Tax-Free Income Fund

Shelton Capital Management California Tax-Free Income Fund

Scorecard
Morningstar 3 / 5 Stars
Lipper 1 1 3 3 1
Zacks Investment Research 4 (Sell)
Standard & Poor's 4 / 5 Stars
TheStreet.com B+ (Buy)

Risk

Volatility Measurements

Updated 04.30.2013

Standard Deviation	3.68
Mean	0.44
Sharpe Ratio	1.39
Bear Market Decile Rank	40

Modern Portfolio Theory Statistics

Updated 04.30.2013

	Standard Index Barclays Municipal TR USD	Best Fit Index Barclays Municipal California Exempt TR
R-Squared	97.61	98.33
Beta	0.97	0.83
Alpha	-0.66	-0.39

See Also:

Top Shelton Capital Management Funds

SPMIX: Shelton Capital Management S&P Midcap Index Fund; Mid-Cap Blend; 18.20% 1-Year

EQTIX: Shelton Capital Management Core Value Fund; Large Value; 17.90% 1-Year

20 Funds That Can Weather Downturns

Market volatility is back with a vengeance. During the month of August, for example, the S&P 500 had a trading range of at least 1.5 percent every day, according to Schaeffer's Investment Research. The last time that happened was April 2009.

Read more

Invest Globally but Cautiously

Read more

How to Play Emerging Markets With U.S. Stocks

Read more

More From U.S. News Money

Sections

Quotes delayed at least 15 minutes. Market data provided by Interactive Data and powered by Interactive Data Managed Solutions. Fund data provided by Interactive Data and Morningstar.

Use of this Web site constitutes acceptance of our Terms and Conditions of Use, Best Funds Terms and Conditions of Use, and Privacy Policy. Contact Us. Copyright 2011 © U.S.News & World Report.