Progress in Fossil Free Investing: Shelton Green Alpha Fund at 1 Year

Shelton Capital Management and Green Alpha Advisors: Investing for the NEXTX Economy

SAN FRANCISCO, April 4, 2014 /PRNewswire-iReach/ -- April 3, 2014 – Just over one year ago, the Shelton Green Alpha Fund (NEXTX) was launched in response to the growing conviction that we are transitioning from the legacy economy, with its heavy reliance on fossil fuels, to the next economy.

Next economy stock selections represent companies delivering green economy growth in multiple sectors including transportation, communications, infrastructure, materials, energy, agriculture, and water.

The Shelton Green Alpha Fund has returned 56.09% for the one year period ending 3/31/2014.  Since its inception on March 12, 2013 the Fund has returned 52.98% annualized.

The Fund (NEXTX) can be purchased through Shelton Capital Management directly or through most major brokers with no transaction fee. 

ABOUT SHELTON CAPITAL MANAGEMENT

Shelton Capital Management is a privately owned, San Francisco-based investment advisory firm that provides investment management solutions to individuals, independent financial advisors, and employer-sponsored retirement plans.

Founded in 1985, the firm manages approximately $1 Billion in client assets through a series of 12 open-end mutual funds and in Separately Managed Accounts (SMA's).

IMPORTANT DISCLOSURES:

The performance quoted represents past performance.  Past performance is not necessarily indicative of future results.  The investment will fluctuate so that an investor's shares, when redeemed may be worth more or less than the original cost.  Performance data current to the most recent month end can be found at www.sheltoncap.com.

Total Annual Fund Operating Expense After Fee Waiver and/or Expense Reimbursement is 1.24% as of the fiscal year end.  Shelton has contractually agreed to reimburse expenses incurred by the fund to the extent that total annual fund operating expenses exceed 1.38% until January 1, 2015.

Investors should carefully consider the Fund's investment objectives, risks, charges, and expenses before investing.  For a copy of the Fund's prospectus that contains this and other information about the Fund, visit our website at www.sheltoncap.com or call us at 800-955-9988.

Green Alpha's environmental focus may limit the investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations.  Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investing in larger and more established companies.  There are no assurances that the Fund will achieve its objective and/or strategy.

RFS Partners is the distributor of the Shelton Green Alpha Fund, a member of FINRA and an affiliate of Shelton Capital Management.  Green Alpha Advisors is not affiliated with Shelton Capital Management or RFS Partners. (4/2014)

Media Contact: Suzanne Taylor, Shelton Capital Management, 800-955-9988, staylor@sheltoncap.com

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SOURCE Shelton Capital Management



2014

Tags

Alternative Energies, Oil & Energy, Utilities, Green Technology, Banking & Financial Services, Mutual Funds, Environmental Products & Services, Environmental Issues, Socially Responsible Investing



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