Shelton Sustainable Equity Fund Investor Shares
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Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
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U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
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NAV
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Company Information
Provider
Shelton Capital Management
Manager/Tenure
(Years)
(Years)
Derek Izuel (2), Bruce Kahn (2), Justin Sheetz (2)
Website
Address
1125 17th Street
Denver CO - 80202
Denver CO - 80202
Country
United States
Phone Number
800-955-9988
Investment Strategy
The investment seeks to achieve long-term capital appreciation by investing in stocks in the sustainable economy. Under normal market conditions, the fund invests 80 percent of the net assets of the fund (which includes the amount of any borrowings for investment purposes) in equities of “Sustainable” companies. It will invest in U.S. common and foreign stocks and American Depository Receipts (“ADRs”). The fund may invest in companies of all sizes and seeks diversification by economic sector and geography.