Shelton Nasdaq-100 Index Institutional Fund (NQQQX)

Overview

The company operates a fund that focuses on investing in the stocks included in the Nasdaq-100 Index®. This index is renowned for featuring 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market, with the selection based on market capitalization. The company’s investment strategy, under normal market conditions, commits at least 80% of its total assets—including any borrowings intended for investment purposes—to investments in these stocks. It adopts a passive management approach to its investment strategy, aligning its portfolio to mirror the composition and performance of the Nasdaq-100 Index®.

Products and Services

• Nasdaq-100 Index® Fund

  This product is the primary offering of the company, giving investors the opportunity to invest in the 100 largest domestic and international non-financial companies listed on The Nasdaq Stock Market. The fund is designed to track the performance of the Nasdaq-100 Index®, thereby providing an investment return that mirrors the index's performance, before fees and expenses. The focus on at least 80% of total assets being invested in the stocks comprising the index ensures that the fund maintains a portfolio composition closely tied to the renowned index it seeks to emulate. It is suitable for investors looking for exposure to a diverse set of leading companies in various industries, excluding the financial sector.