Shelton Capital Management Short-Term U.S. Government Bond Fund

Scorecard
2 / 5 Stars
Lipper
1 1 5 4 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D+ (Sell)

#30 in Short-Term Government

U.S. News evaluated 51 Short Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -0.29 percent over the past year, -0.05 percent over the past three years, 0.43 percent over the past five years, and 1.86 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date -0.1%
1 Year -0.3%
3 Years (Annualized) -0.0%
5 Years (Annualized) 0.4%
10 Years (Annualized) 1.9%

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Summary

The investment seeks liquidity, safety from credit risk, preservation of investors principal and as high a level of income as is consistent with these objectives. The fund typically invests in short and intermediate-term fixed income securities whose principal and interest are backed by the full faith and credit of the U.S. Federal Government and its agencies or instrumentalities. The Manager will invest at least 80% of the fund's assets in securities issued by the U.S. government and its agencies or instrumentalities. The fund intends to maintain an average duration between 0 and 3 years in an effort to reduce share price volatility.

Fees

Fees are Low compared to funds in the same category.
Shelton Capital Management Short-Term U.S. Government Bond Fund has an expense ratio of 0.59 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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