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Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities. For the top ten holdings of the Shelton Green Alpha Fund as of the most recent quarter end, please click here
Green Alpha Advisors environmental focus may limit investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the fund will achieve its objective and or strategy.
Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investing in larger and more established companies.
Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.
Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. (03/2013)
Investments are not FDIC insured or bank guaranteed and may lose value.
The Shelton Green Alpha Fund (NEXTX) seeks to select a portfolio of Next Economy companies delivering strategic growth through opportunities in transportation, communication, commerce, infrastructure, materials, energy, agriculture and water. Green Alpha Advisors defines a Next Economy company as one that is focusing capital, time, and energy on solutions to the world’s key climatic-macroeconomic issues such as climate change, resource constraints and global production capacities. Learn more by downloading the free Research Report below.