Nasdaq-100 Index Fund — new fund registration

SHELTON FUNDS registered fund series on Form 485APOS, filed 2022-01-03. Featured series: Nasdaq-100 Index Fund.

Registration

• Registrant / trust: SHELTON FUNDS
• CIK: 0000778206
• Form: 485APOS
• Filed: 2022-01-03
• Accession: 0001387131-22-000028
• Reported net assets: $2.4B

Series & classes (2)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 0.89%
• Management fee: 0.25%
• Net expense ratio: 0.77%
• Other expenses: 0.39%

Investment objective

The Funds investment objective is to attempt to replicate the performance of the largest non-financial companies as measured by the Nasdaq- 100 Index .

Advisers

• CCM Partners, LP. dba Shelton Capital Management (Advisor)

Other filings by this registrant (11)

• 485APOS — 2026-02-19 (1 new series)
• 485APOS — 2025-01-03 (2 new series)
• 485APOS — 2022-07-21
• 485APOS — 2012-11-29 (1 new series)
• 485APOS — 2010-10-13
• 485APOS — 2010-02-23
• 485APOS — 2007-01-04
• 485APOS — 2006-12-29 (18 new series)
• 485APOS — 2006-10-31
• NT-NCSR — 2005-05-09
• 485APOS — 2004-11-01

More

• Registrant profile: SHELTON FUNDS
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