How To Invest In An Outside Fund From
Your Fidelity Account

So you’ve been eyeing the award-winning* NASDX mutual fund and are ready to make moves. You can invest in NASDX in just a few minutes from your Fidelity account. 

NASDX can be a potential solution for investors looking to capitalize on the growth potential of innovative companies. In this guide, we’ll walk you through the steps to invest in NASDX directly through your Fidelity account. You’re just a few minutes away from access to today’s tech giants.

On desktop: 

  1. Visit www.fidelity.com and log in to your account.
  2. On the navigation menu, select “accounts & trade.”
  3. From the menu, select “trade.”
  4. In the first “trade” box, select “mutual funds.”
  5. Select which account you’d like to be associated with this fund.
  6. In the “symbol” box enter NASDX.
  7. In the action box select “buy.”
  8. Enter the dollar amount you’d like to invest (the minimum amount being $2500).
  9. Click “preview order” and complete your transaction.

On mobile:

  1. Open up your Fidelity app.
  2. Select “trade.”
  3. In the search bar, enter NASDX and select the fund.
  4. Click the “buy” button, and choose whether you’d like to make a one-time purchase or set up recurring investments.
  5. Select the account you want associated with this fund.
  6. Enter the amount you’d like to invest in the box.
  7. If you’ve chosen a recurring investment, select the frequency, day, and start/end date of your investment.
  8. Click the “preview” button. Note: if you’re doing a one-time investment, you’ll click the “review” button after entering your investment amount.
  9. Review all details, select “confirm,” and complete the transaction. Note: if you’re doing a one time investment, you’ll select the button that says “buy NASDX” to complete the transaction.

How to avoid unnecessary fees

Keep in mind that when you invest in NASDX through your Fidelity account, there’s a $49.95 brokerage fee that will be added to your net amount.

To avoid brokerage fees when investing in NASDX, you can open an account directly with Shelton Capital Management here.

Important Information

*For important ranking criteria, please visit Forbes.com and Time.com.

An investment in the Fund involves risk, including possible loss of principal. Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.

Received an Overall Morningstar RatingTM of 5 stars among 1,092 Large Growth funds, based on the risk-adjusted returns, as of 6/30/2024.

The fund’s Morningstar three-, five-, ten-year ratings respectively, 4 stars, 5 stars, 5 stars among 1,092, 1,019, 794 funds.

The Fund invests in the largest non-financial companies that are traded on the Nasdaq Stock Market. They are currently concentrated in the technology sector which has been among the volatile sectors of the U.S. stock market. During a declining stock market, this fund would lose money. It would potentially lose more money than other large cap funds.

Important Information for Morningstar® Rating

Nasdaq®, Nasdaq-100® and Nasdaq-100 Index® are trade or service marks of The Nasdaq Stock Market, Inc. which with its affiliates are the “Corporations”) and are licensed for use by the Fund. The Fund has not been passed on by the Corporations as to their legality or suitability. The Fund is not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the Fund. Diversification does not assure a profit or protect against lost in a declining market.

It is not possible for individuals to invest directly in an index. Performance figures for an index do not reflect deductions for sales charges, commissions, expenses or taxes.

Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.

Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltonfunds.com or call (800) 955-9988. A prospectus should be read carefully before investing.

INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.