SHELTON FUNDS TRUST Fund Family (Return to Fund Listings)

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
SHELTON US GOVT SECS FD K (CAUKX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON US GOVT SECS FD DIRECT SHRS (CAUSX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON GREEN CA TAX FREE INCM FD DIRECT (CFNTX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON TACTICAL CREDIT FD INST (DEBIX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON TACTICAL CREDIT FD INV (DEBTX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON EMERGING MARKETS INVESTOR (EMSLX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON EQUITY INCOME K (EQTKX)
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1 $0.00 $0.00 $0.00 $0.00
ICON NAT RES & INFRA INV (ICBAX)
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1 $0.00 $0.00 $0.00 $0.00
ICON CONSUMER SELECT INVESTOR (ICFAX)
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1 $0.00 $0.00 $0.00 $0.00
ICON HEALTH AND INFORMATION TECH INV (ICTTX)
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1 $0.00 $0.00 $0.00 $0.00
ICON UTILITIES AND INCOME INV (ICTVX)
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1 $0.00 $0.00 $0.00 $0.00
ICON EQUITY INCOME FD INV CL (IEQAX)
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1 $0.00 $0.00 $0.00 $0.00
ICON FLEXIBLE BD FD INV (IOBAX)
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1 $0.00 $0.00 $0.00 $0.00
ICON EQUITY INCOME FD INSTL CL (IOEZX)
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1 $0.00 $0.00 $0.00 $0.00
ICON EQUITY FD INV CL (ISTAX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON S&P MIDCAP INDEX FD K (MIDKX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON NASDAQ 100 INDEX FD K (NDXKX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON SUSTAINABLE EQUITY INSTITUTIONAL (NEXIX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON NASDAQ100 INDEX INSTITUTIONAL (NQQQX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON S&P SM CAP INDEX FD DIRECT SHRS (SMCIX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON S&P SM CAP INDEX FD K (SMLKX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON S&P 500 INDEX FD DIRECT SHRS (SPFIX)
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1 $0.00 $0.00 $0.00 $0.00
SHELTON S&P 500 INDEX FD K (SPXKX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.