Over 20 Years of Investment History
$1.5 Billion in Fund Assets*
No Commissions or Transaction Fees
Over 20 Years of Investment History
$1.5 Billion in Fund Assets*
No Commissions or Transaction Fees
WHY INVEST
Why Invest in the
Nasdaq-100 Index Fund?
The Nasdaq-100 Index is home to some of the world’s foremost innovators including Apple, Tesla, Meta, Google, Microsoft, and Amazon
Invest in companies that are powering the economy of the future
You interact with these companies every day
WHY INVEST
Why Invest in the
Nasdaq-100 Index Fund?
The Nasdaq-100 Index is home to some of the world’s foremost innovators including Apple, Tesla, Meta, Google, Microsoft, and Amazon
Invest in companies that are powering the economy of the future
You interact with these companies every day and are mainstays in the world economy
|
Nasdaq-100
|
S&P 500
|
date range |
|---|---|---|
|
418.95
|
211.06
|
(12/31/2013 – 12/31/2023)
|
Source: Bloomberg L.P. as of 12/31/2023. The above chart is presented for the purpose of illustrating the long-term performance of large-cap growth markets versus the broader market over time. Index performance is not indicative of fund performance nor is it an indication of how a fund could or will perform. The S&P 500® Index is a market-capitalization-weighted index that measures the performance of the common stocks of 500 leading U.S. companies. Past performance does not guarantee future results. 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.
GROWTH OF $10,000
A Hypothetical Example
A hypothetical initial investment of $10,000 on 12/31/2013, would have grown to $48,815 (net of fees and including reinvested dividends) as of 12/31/2023. The information below shows the performance of Investor shares only.
GROW YOUR WEALTH
A Hypothetical Example
A hypothetical initial investment of $10,000 on 12/31/2013, would have grown to $48,815 (net of fees and including reinvested dividends) as of 12/31/2023. The information below shows the performance of Investor shares only.
Invest Directly in NASDX
You can invest directly in NASDX with no up-front fees or commissions.
At NASDX, we pride ourselves on answering the phone within two rings. Give us a call at (833) GO-NASDX (833-466-2739). We are available Monday – Thursday from 8:00am to 5:00pm MT and Friday 8:00am to 4:00pm MT.
Already Have an Account
at a National Brokerage?
NASDX is available at most national brokerages (i.e. Schwab, Fidelity, Vanguard). However, each purchase at these brokerage firms may be subject to initial and subsequent investment fees.
For example: if you invest $5,000 initially, your actual investment might be $4,950 if there’s a $50 fee. Additionally, if you invest an additional $250 per month, your actual investment would only be $200 per month after a $50 fee. That $50 adds up over time and could impact the long-term growth of your money.
Scenario 1
You invest $5,000 in NASDX for the first time. You subsequently invest $250 every month for 10 years.
Your total amount invested is $35,000 and you paid $0 in fees.
Scenario 2
You invest $5,000 in NASDX for the first time. You subsequently invest $250 every month for 10 years. However, there is a $50 fee every time you invest.
Your total amount invested is $28,950 and you paid $6,050 in fees.
Actual fees may vary. In addition to sales fees, an investor should also consider an investment’s expense ratio, annual account fees, and more. This analysis is for illustrative purposes only and should not be considered advice.
Invest Directly in NASDX
You can invest directly in NASDX with no up-front fees or commissions.
At NASDX, we pride ourselves on answering the phone within two rings. Give us a call at (833) GO-NASDX (833-466-2739). We are available Monday – Thursday from 8:00am to 5:00pm MT and Friday 8:00am to 4:00pm MT.
Already Have an Account
at a National Brokerage?
NASDX is available at most national brokerages (i.e. Schwab, Fidelity, Vanguard). However, each purchase at these brokerage firms may be subject to initial and subsequent investment fees.
For example: if you invest $5,000 initially, your actual investment might be $4,950 if there’s a $50 fee. Additionally, if you invest an additional $250 per month, your actual investment would only be $200 per month after a $50 fee. That $50 adds up over time and could impact the long-term growth of your money.
Scenario 1
You invest $5,000 in NASDX for the first time. You subsequently invest $250 every month for 10 years.
Your total amount invested is $35,000 and you paid $0 in fees.
Scenario 2
You invest $5,000 in NASDX for the first time. You subsequently invest $250 every month for 10 years. However, there is a $50 fee every time you invest.
Your total amount invested is $28,950 and you paid $6,050 in fees.
Actual fees may vary. In addition to sales fees, an investor should also consider an investment’s expense ratio, annual account fees, and more. This analysis is for illustrative purposes only and should not be considered advice.
Analysis
Starting with $10,000 on 12/31/2013 and making no additional contributions, compounding for 10 years at 17.18% should result in an ending balance of $48,812.94 on 12/31/2023
*Past performance does not guarantee future results. Any analysis herein is strictly for illustrative purposes only. Actual investment results may vary. 17.18% was chosen because NASDX achieved a 10-year average annual total return of 17.18% as of 12/31/2023. Investment returns and principal value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. The above calculation does not take into consideration capital gains, potential dividends paid, and others. Current performance may be higher or lower than performance quoted.
Important Information
*NASDX AUM as of 12/31/2023 is $1.487 billion
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.
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.
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.nasdx100.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.
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