Shelton Capital Management S&P Smallcap Index Fund

Scorecard
4 / 5 Stars
Lipper
4 4 3 5 2
Zacks Investment Research
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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 0.5
Redemption 1.0

Updated 01.01.2014

Actual Fees %
12b-1
Management 0.5
Net Expense Ratio: Annual Report 0.74
Net Expense Ratio: Prospectus 0.74

Updated 07.03.2014

Total Cost Projections
3-Year $269.00
5-Year $478.00
10-Year $1,082.00

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

Contact Fund

Shelton Funds

Shelton Capital management
44 Montgomery Street STE 2100
San Francisco, CA 94104
USA

800.225.8778

www.sheltoncap.com

See Also:

Top Shelton Capital Management Funds