Mutual Funds

Shelton Funds

Exchange Hours Website
9:30 - 15:59 ET sheltoncap.com/mutual-funds/


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
SHELTON EQUITY INCOME FUND INVESTOR EQTIX USD 1,000 USD 1,000 Stock No Load INVESTOR SHARES Yes
U.S. GOVERNMENT SECURITIES FUND - K CAUKX USD 1,000 USD 1,000 Bond No Load K SHARES No
SHELTON CORE VALUE FUND - K EQTKX USD 1,000 USD 1,000 Stock No Load K SHARES No
SHELTON EUROPEAN GROWTH & INCOME FUND EUGKX USD 1,000 USD 1,000 Stock N/A CLASS K Yes
S&P MIDCAP INDEX FUND - K MIDKX USD 1,000 USD 1,000 N/A No Load K SHARES No
NASDAQ 100 INDEX FUND - K NDXKX USD 1,000 USD 1,000 N/A No Load K SHARES No
S&P SMALLCAP INDEX FUND - K SMLKX USD 1,000 USD 1,000 N/A No Load K SHARES No
S&P 500 INDEX FUND - K SPXKX USD 1,000 USD 1,000 N/A No Load K SHARES No
SHELTON FUNDS SHORT-TERM US GOVERNMENT BOND FUND STUKX USD 1,000 USD 1,000 Bond N/A CLASS K Yes
REALTY CAPITAL INCOME FUNDS SCM SHELTON REAL ESTATE INCOME FUND RENTX USD 2,500 USD 2,500 Stock N/A INVESTOR Yes
SHELTON REAL ESTATE INCOME FUND RENIX USD 500,000 USD 500,000 N/A N/A INSTITUTIONAL Yes
SHELTON INTL SELECT EQUITY FUND - INV SISLX USD 3,000 USD 3,000 Stock No Load INVESTOR No
SHELTON INTL SELECT EQUITY FUND - INST SISEX USD 500,000 USD 500,000 Stock No Load INSTITUTIONAL Yes
SHELTON TACTICAL CREDIT FUND - INV DEBTX USD 1,000 USD 1,000 N/A No Load INVESTOR No
SHELTON TACTICAL CREDIT FUND - INST DEBIX USD 500,000 USD 500,000 N/A No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport