Tickerfunds

Shelton Capital Management (5 funds with 10 classes )

Category	Fund Name	Class	Net Assets ($ M)*	2025	2024	2023
Multi-Cap-Core	Shelton International Select Equity Fund +	Institutional Class Shares	74.1	8.8	-0	11.9
Large-Cap-Growth	Shelton Nasdaq-100 Index Fund +	Class K Shares	864.3	-8.2	14.8	42.7
Large-Cap-Growth	Shelton Nasdaq-100 Index Fund	Direct Share Class	864.3	-8.2	15.3	43.2
Mid-Cap-Core	Shelton S&P MidCap Index Fund +	Class K Shares	105.5	-12.8	2.3	8.2
Mid-Cap-Core	Shelton S&P MidCap Index Fund	Direct Share Class	105.5	-12.8	2.7	8.4
Small-Cap-Core	Shelton S&P SmallCap Index Fund +	Class K Shares	52	-16.3	-2	11
Small-Cap-Core	Shelton S&P SmallCap Index Fund	Direct Share Class	52	-3	-1.7	11.1
Multi-Cap-Core	Shelton International Select Equity Fund	Investor Class Shares	74.1	9.4	-0	11.7
Alternatives	Shelton Equity Income Fund +	Class K Shares	393.3	-9	5.2	6.2
Alternatives	Shelton Equity Income Fund	Direct Share Class	393.3	-3.8	6.7	6.6

* Net Assets include for all classes