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 75 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | CAUSX vs GUSTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | CAUSX vs FUMBX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | Dec 2005 | CAUSX vs FUAMX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | CAUSX vs FNBGX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | — | Oct 2015 | CAUSX vs FBLTX |
Best Risk-Adjusted Alternatives to CAUSX
CAUSX has a PortfoliosLab risk / return rank of 9. There are 84 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | CAUSX vs FEUGX | |
| DFA Short-Term Government Portfolio | 99 | 1.81B | May 1987 | CAUSX vs DFFGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | CAUSX vs GUSTX | |
| Integrity Short Term Government Fund | 91 | — | Jun 2011 | CAUSX vs MDSIX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 90 | — | Aug 2010 | CAUSX vs VSBIX |
Top Performing CAUSX Alternatives (YTD)
CAUSX is at -0.63% YTD. There are 80 mutual funds in the Government Bonds category with higher YTD returns, going as high as 2.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Integrity Short Term Government Fund | 2.32% | — | Jun 2011 | CAUSX vs MDSIX | |
| Federated Hermes Adjustable Rate Fund | 2.05% | — | Dec 1985 | CAUSX vs FEUGX | |
| DFA Short-Term Government Portfolio | 1.68% | 1.81B | May 1987 | CAUSX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.59% | — | Mar 2009 | CAUSX vs GUSTX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.50% | 6.60B | Feb 2015 | CAUSX vs VGIVX |
Lowest Volatility Alternatives to CAUSX
CAUSX has 4.42% 1-year volatility. There are 80 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 0.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 0.80% | 1.81B | May 1987 | CAUSX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.27% | — | Mar 2009 | CAUSX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.30% | — | Aug 2010 | CAUSX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.31% | 33.90B | Dec 2009 | CAUSX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.36% | — | 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 | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | CAUSX vs GUSTX | |
| DFA Short-Term Government Portfolio | -0.30% | 1.81B | May 1987 | CAUSX vs DFFGX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | CAUSX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | CAUSX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | CAUSX vs VSBIX |
Other Mutual Funds from Shelton Capital Management
The 7 most viewed Shelton Capital Management mutual funds shown here include NASDX, EQTIX, NEXTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 41 | 15.17% | — | Jan 2000 | CAUSX vs NASDX | |
| Shelton Equity Income Fund | Derivative Income | 46 | 9.06% | — | Sep 1996 | CAUSX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 12 | 10.35% | — | Mar 2013 | CAUSX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 59 | 1.89% | — | Dec 2013 | CAUSX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 50 | 13.65% | — | Dec 2008 | CAUSX vs SISEX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 75 | 1.72% | — | Dec 1985 | CAUSX vs CFNTX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 56 | 17.20% | — | Mar 1997 | CAUSX vs EMSQX |
Often Compared With CAUSX
Investors most often compare CAUSX with QQQ, PEDIX, PRGMX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CAUSX with Any Fund or Stock
Compare CAUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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