Shelton Mutual Funds List
Here you can find all mutual funds issued by Shelton and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 8
- Avg. Expense Ratio
- 1.09%
- Avg. 1 Year Return
- 11.71%
- Avg. 5 Year Return
- 4.81%
- Median Risk/Return Score
- 39 / 100
Shelton Mutual Funds List
1 result
| 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 International Select Equity Fund | Foreign Large Cap Equities | Dec 19, 2008 | 0.99% | 11.91% | — | 1.58% | 52 |
Explore top Shelton Mutual Fund Categories and Asset Classes
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.
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5 Years
Best Shelton Mutual funds by Risk/Return Score
The top Shelton Mutual funds by PortfoliosLab Risk/Return Score are CFNTX (71) and DEBTX (62).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Green California Tax-Free Income Fund | 71 | — | Dec 1985 | |
| Shelton Tactical Credit Fund | 62 | — | Dec 2013 | |
| Shelton International Select Equity Fund | 52 | — | Dec 2008 | |
| Shelton Emerging Markets Fund | 40 | — | Mar 1997 | |
| Shelton Equity Income Fund | 38 | — | Sep 1996 |
Best-Performing Shelton Mutual funds Over 5 Years
The top Shelton Mutual funds is NASDX (15.29%).
Across the lineup, Shelton Mutual funds show an average 1-year return of 11.71% and an average 5-year return of 4.81%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | 15.29% | — | Jan 2000 | |
| Shelton Emerging Markets Fund | 8.61% | — | Mar 1997 | |
| Shelton Equity Income Fund | 8.61% | — | Sep 1996 | |
| Shelton International Select Equity Fund | 7.17% | — | Dec 2008 | |
| Shelton Tactical Credit Fund | 2.09% | — | Dec 2013 |
Lowest-Cost Shelton Mutual funds
The top Shelton Mutual funds is NASDX (0.63%).
With an average expense ratio of 1.09%, Shelton 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 Capital Management Nasdaq-100 Index Fund D... | 0.63% | — | Jan 2000 | |
| 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 |
Highest-Yield Shelton Mutual funds
The top Shelton Mutual funds is EMSQX (14.87%).
Across the lineup, Shelton Mutual funds show an average dividend yield of 5.06%, 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 | 14.87% | — | Mar 1997 | |
| Shelton Equity Income Fund | 8.83% | — | Sep 1996 | |
| Shelton Tactical Credit Fund | 5.51% | — | Dec 2013 | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | 3.34% | — | Jan 2000 | |
| Shelton Capital Management U.S. Government Securit... | 3.30% | — | Dec 1985 |
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Top Mutual funds Comparisons
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