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Shelton Funds

Shelton is a company that sells mutual funds with $5,291M in assets... Shelton is a company that sells mutual funds with $5,291M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 1997. The average manager tenure for all managers at Shelton is years. The company offers investors 20 mutual funds, in terms of the number of individual fund symbols. View more View less

Shelton is a company that sells mutual funds with $5,291M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are... Shelton is a company that sells mutual funds with $5,291M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 1997. The average manager tenure for all managers at Shelton is years. The company offers investors 20 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 7/24/26
Shelton Equity Premium Income ETF

SEPI | Active ETF

$28.04

-0.14%

$151.50 M

8.56%

$2.40

-

-

-

-

0.54%

Green California Tax-Free Income Fund

CFNTX | Fund | Investor

$10.50

+0.10%

$32.79 M

3.69%

$0.39

5.07%

1.94%

0.12%

0.91%

0.80%

The United States Treasury Trust

UTSXX | Fund | Investor

$1.00

0.00%

$9.00 M

2.84%

$0.03

3.06%

3.66%

2.77%

1.40%

0.89%

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