Shelton Capital Management S&P 500 Index Fund Investor Shares
SPFIX
NASDAQ
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Fund Information
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Open/Closed to New Investors
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Cash
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Convertible
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Similar Funds
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NAV
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Company Information
Provider
Shelton Capital Management
Manager/Tenure
(Years)
(Years)
Stephen C. Rogers (21), Anthony Jacoby (3)
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 replicate the total return of the U.S. stock market as measured by the S&P 500 Composite Stock Price Index. The S&P 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks of the index.