CAUSX Alternatives & Similar Mutual Funds

Shelton Capital Management U.S. Government Securities Fund (CAUSX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CAUSX

CAUSX charges 0.75% annually. There are 76 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GUSTX	GMO U.S. Treasury Fund	0.01%	—	Mar 2009	CAUSX vs GUSTX
FUAMX	Fidelity Intermediate Treasury Bond Index Fund	0.03%	—	—	CAUSX vs FUAMX
FNBGX	Fidelity Long-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	CAUSX vs FNBGX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	CAUSX vs FUMBX
FUTBX	Fidelity SAI U.S. Treasury Bond Index Fund	0.03%	—	Mar 2016	CAUSX vs FUTBX

Best Risk-Adjusted Alternatives to CAUSX

CAUSX has a PortfoliosLab risk / return rank of 10. There are 83 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
FEUGX	Federated Hermes Adjustable Rate Fund	99	—	Dec 1985	CAUSX vs FEUGX
GUSTX	GMO U.S. Treasury Fund	99	—	Mar 2009	CAUSX vs GUSTX
VSBIX	Vanguard Short-Term Treasury Index Fund Institutio...	88	—	Aug 2010	CAUSX vs VSBIX
VSBSX	Vanguard Short-Term Treasury Index Fund Admiral Sh...	86	33.50B	Dec 2009	CAUSX vs VSBSX
MDSIX	Integrity Short Term Government Fund	84	—	Jun 2011	CAUSX vs MDSIX

Top Performing CAUSX Alternatives (YTD)

CAUSX is at -0.27% YTD. There are 83 mutual funds in the Government Bonds category with higher YTD returns, going as high as 1.82%.

Symbol	Name	YTD Return	AUM	Inception
FEUGX	Federated Hermes Adjustable Rate Fund	1.82%	—	Dec 1985	CAUSX vs FEUGX
VGIVX	Vanguard Emerging Markets Government Bond Index Fu...	1.70%	6.50B	Feb 2015	CAUSX vs VGIVX
VGAVX	Vanguard Emerging Markets Government Bond Index Fu...	1.65%	6.50B	May 2013	CAUSX vs VGAVX
MDSIX	Integrity Short Term Government Fund	1.65%	—	Jun 2011	CAUSX vs MDSIX
GUSTX	GMO U.S. Treasury Fund	1.46%	—	Mar 2009	CAUSX vs GUSTX

Lowest Volatility Alternatives to CAUSX

CAUSX has 4.51% 1-year volatility. There are 81 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 1.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFFGX	DFA Short-Term Government Portfolio	1.21%	—	May 1987	CAUSX vs DFFGX
GUSTX	GMO U.S. Treasury Fund	1.22%	—	Mar 2009	CAUSX vs GUSTX
VSBIX	Vanguard Short-Term Treasury Index Fund Institutio...	1.27%	—	Aug 2010	CAUSX vs VSBIX
VSBSX	Vanguard Short-Term Treasury Index Fund Admiral Sh...	1.28%	33.50B	Dec 2009	CAUSX vs VSBSX
FEUGX	Federated Hermes Adjustable Rate Fund	1.41%	—	Dec 1985	CAUSX vs FEUGX

Lowest Drawdown Alternatives to CAUSX

CAUSX has a 1-year max drawdown of -3.87%. There are 81 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GUSTX	GMO U.S. Treasury Fund	-0.20%	—	Mar 2009	CAUSX vs GUSTX
FEUGX	Federated Hermes Adjustable Rate Fund	-0.32%	—	Dec 1985	CAUSX vs FEUGX
RFBAX	Davis Government Bond Fund	-0.77%	—	Nov 1994	CAUSX vs RFBAX
VSBIX	Vanguard Short-Term Treasury Index Fund Institutio...	-0.81%	—	Aug 2010	CAUSX vs VSBIX
VSBSX	Vanguard Short-Term Treasury Index Fund Admiral Sh...	-0.84%	33.50B	Dec 2009	CAUSX vs VSBSX

Other Mutual Funds from Shelton Capital Management

The 6 most viewed Shelton Capital Management mutual funds shown here include EQTIX, NEXTX, DEBTX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EQTIX	Shelton Equity Income Fund	Derivative Income	53	9.64%	—	Sep 1996	CAUSX vs EQTIX
NEXTX	Shelton Green Alpha Fund	Mid Cap Growth Equities	31	15.71%	—	Mar 2013	CAUSX vs NEXTX
DEBTX	Shelton Tactical Credit Fund	Nontraditional Bonds	54	1.15%	—	Dec 2013	CAUSX vs DEBTX
SISEX	Shelton International Select Equity Fund	Foreign Large Cap Equities	47	14.15%	—	Dec 2008	CAUSX vs SISEX
CFNTX	Green California Tax-Free Income Fund	Municipal Bonds	56	1.42%	—	Dec 1985	CAUSX vs CFNTX
EMSQX	Shelton Emerging Markets Fund	Emerging Markets Diversified	82	24.26%	—	Mar 1997	CAUSX vs EMSQX

Often Compared With CAUSX

Investors most often compare CAUSX with QQQ, PRGMX, PEDIX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	CAUSX vs QQQ
PRGMX	T. Rowe Price GNMA Fund	Government Bonds	44	0.93%	—	Nov 1985	CAUSX vs PRGMX
PEDIX	PIMCO Extended Duration Fund	Government Bonds	6	0.05%	—	Aug 2006	CAUSX vs PEDIX
LTUSX	Thornburg Limited Term U.S. Government Fund	Government Bonds	27	0.47%	—	Nov 1987	CAUSX vs LTUSX
FBLTX	Fidelity SAI Long-Term Treasury Bond Index Fund	Government Bonds	6	-0.08%	—	Oct 2015	CAUSX vs FBLTX
SGINX	DWS GNMA Fund	Government Bonds	31	0.21%	—	Jul 2000	CAUSX vs SGINX
PDMIX	PIMCO GNMA and Government Securities Fund	Government Bonds	33	1.23%	—	Jul 1997	CAUSX vs PDMIX
FGMNX	Fidelity GNMA Fund	Government Bonds	41	1.09%	—	Nov 1985	CAUSX vs FGMNX
VFIJX	Vanguard GNMA Fund Admiral Shares	Government Bonds	34	0.83%	11.00B	Feb 2001	CAUSX vs VFIJX
BGNMX	American Century Ginnie Mae Fund	Government Bonds	29	0.74%	343.63M	Sep 1985	CAUSX vs BGNMX

Compare CAUSX with Any Fund or Stock

Compare CAUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CAUSX with funds that move differently

Shelton Capital Management U.S. Government Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAUSX.

Explore CAUSX Diversifiers

Shelton Capital Management U.S. Government Securities Fund (CAUSX) Alternatives