| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
1
1
3
5
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
U.S. News evaluated 54 Short Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Shelton Capital Management funds
Performance
The fund has returned 0.72 percent over the past year, 3.28 percent over the past three years, 2.62 percent over the past five years, and 2.83 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.3% |
| 1 Year | 0.7% |
| 3 Years (Annualized) | 3.3% |
| 5 Years (Annualized) | 2.6% |
| 10 Years (Annualized) | 2.8% |
Summary
The investment seeks liquidity, safety from credit risk and as high a level of income as is consistent with these objectives. In order to meet its investment objective, the fund invests primarily in high-quality bonds whose interest is guaranteed by the full faith and credit of the United States government and its agencies or instrumentalities. Under normal market conditions, it is the fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in securities issued by the U.S. government and its agencies and instrumentalities.
Fees
Fees are Low compared to funds in the same category.
Shelton Capital Management U.S. Government Securities Fund has an expense ratio of 1.24 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
