Shelton Capital Management Mutual Funds List
Here you can find all mutual funds issued by Shelton Capital Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 1.16%
- Avg. 1 Year Return
- 19.87%
- Avg. 5 Year Return
- 4.12%
- Median Risk/Return Score
- 51 / 100
Shelton Capital Management Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shelton Capital Management U.S. Government Securit... | Government Bonds | Dec 3, 1985 | 0.75% | -0.38% | 0.72% | 3.23% | 8 | ||||||||
| Green California Tax-Free Income Fund | Municipal Bonds | Dec 3, 1985 | 0.76% | 1.22% | 1.58% | 2.71% | 50 | ||||||||
| Shelton Tactical Credit Fund | Nontraditional Bonds | Dec 11, 2013 | 1.97% | 1.15% | 24.81% | 5.65% | 56 | ||||||||
| Shelton Emerging Markets Fund | Emerging Markets Diversified | Mar 19, 1997 | 1.77% | 22.69% | — | 13.33% | 76 | ||||||||
| Shelton Equity Income Fund | Derivative Income | Sep 3, 1996 | 0.72% | 9.47% | 9.76% | 8.38% | 54 | ||||||||
| Shelton Green Alpha Fund | Mid Cap Growth Equities | Mar 12, 2013 | 1.16% | 13.76% | 11.80% | 0.18% | 25 | ||||||||
| Shelton International Select Equity Fund | Foreign Large Cap Equities | Dec 19, 2008 | 0.99% | 14.59% | — | 1.55% | 51 |
Explore top Shelton Capital Management Mutual Fund Categories and Asset Classes
Shelton Capital Management Bond Mutual fundsShelton Capital Management Equity Mutual fundsShelton Capital Management Multi-Asset Mutual fundsShelton Capital Management Derivative Income Mutual fundsShelton Capital Management Emerging Markets Diversified Mutual fundsShelton Capital Management Foreign Large Cap Equities Mutual fundsShelton Capital Management Government Bonds Mutual fundsShelton Capital Management Mid Cap Growth Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Shelton Capital Management Mutual funds by Risk/Return Score
The top Shelton Capital Management Mutual funds by PortfoliosLab Risk/Return Score are EMSQX (76) and DEBTX (56).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Shelton Emerging Markets Fund | 76 | — | Mar 1997 | |
| Shelton Tactical Credit Fund | 56 | — | Dec 2013 | |
| Shelton Equity Income Fund | 54 | — | Sep 1996 | |
| Shelton International Select Equity Fund | 51 | — | Dec 2008 | |
| Green California Tax-Free Income Fund | 50 | — | Dec 1985 |
Best-Performing Shelton Capital Management Mutual funds Over 5 Years
The top Shelton Capital Management Mutual funds is EMSQX (10.54%).
Across the lineup, Shelton Capital Management Mutual funds show an average 1-year return of 19.87% and an average 5-year return of 4.12%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Shelton Emerging Markets Fund | 10.54% | — | Mar 1997 | |
| Shelton Equity Income Fund | 9.17% | — | Sep 1996 | |
| Shelton International Select Equity Fund | 7.04% | — | Dec 2008 | |
| Shelton Tactical Credit Fund | 2.11% | — | Dec 2013 | |
| Green California Tax-Free Income Fund | 1.11% | — | Dec 1985 |
Lowest-Cost Shelton Capital Management Mutual funds
The top Shelton Capital Management Mutual funds is EQTIX (0.72%).
With an average expense ratio of 1.16%, Shelton Capital Management Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | |
| Shelton Capital Management U.S. Government Securit... | 0.75% | — | Dec 1985 | |
| Green California Tax-Free Income Fund | 0.76% | — | Dec 1985 | |
| Shelton International Select Equity Fund | 0.99% | — | Dec 2008 | |
| Shelton Green Alpha Fund | 1.16% | — | Mar 2013 |
Highest-Yield Shelton Capital Management Mutual funds
The top Shelton Capital Management Mutual funds is EMSQX (13.33%).
Across the lineup, Shelton Capital Management Mutual funds show an average dividend yield of 5.00%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Shelton Emerging Markets Fund | 13.33% | — | Mar 1997 | |
| Shelton Equity Income Fund | 8.38% | — | Sep 1996 | |
| Shelton Tactical Credit Fund | 5.65% | — | Dec 2013 | |
| Shelton Capital Management U.S. Government Securit... | 3.23% | — | Dec 1985 | |
| Green California Tax-Free Income Fund | 2.71% | — | Dec 1985 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
EQTIX vs. NOIEXEQTIX vs. ACGIXEQTIX vs. MFHVXEQTIX vs. JEPIEQTIX vs. BMCIXNEXTX vs. FXAIXNEXTX vs. QQQNEXTX vs. BQMGXNEXTX vs. PGOFXNEXTX vs. KMKNXDEBTX vs. FPFIXDEBTX vs. DFLEXDEBTX vs. RPIEXDEBTX vs. PMOTXDEBTX vs. TTRZXSISEX vs. SPYSISEX vs. PZRIXSISEX vs. KGIIXSISEX vs. EPDPXSISEX vs. EPDIXCFNTX vs. FGNSXCFNTX vs. NMICFNTX vs. DMREXCFNTX vs. BATVXCFNTX vs. LSMSXCAUSX vs. QQQCAUSX vs. FUMBXCAUSX vs. RFBAXCAUSX vs. PRGMXCAUSX vs. PEDIXEMSQX vs. FCEEXEMSQX vs. EMPTXEMSQX vs. SPYI.DEEMSQX vs. COBYXEMSQX vs. LCSMX