Shelton S&P 500 Index Fund Investor Shares (SPFIX)

Overview

The fund focuses on investing primarily in U.S. equity securities that are chosen based on their potential to provide investors with a comparatively high level of dividend income alongside the opportunity for capital appreciation. By targeting medium and large U.S. corporations known for their respectable dividend yields relative to peers, the fund aims to offer a balanced mix of income generation and growth potential. A significant portion of its investment strategy involves committing at least 80% of its total assets, which accounts for any borrowed funds used for investment purposes, to common stocks. This investment approach underscores the fund's commitment to capitalizing on the stability and growth prospects of established U.S. companies while striving to deliver competitive returns to its investors through dividends and stock value appreciation.

Products and Services

• U.S. Equity Investments

  Primarily focuses on investing in the common stocks of medium to large U.S. corporations that exhibit the potential for a high dividend yield and capital appreciation. Targeting such securities allows the fund to aim for a dual objective: providing a steady stream of income through dividends while pursuing growth through increases in stock price.

• Dividend Income Strategy

  The fund specifically targets companies that generate a relatively high level of dividend income compared to others in the same industry. By doing so, it seeks to provide investors with a reliable source of income. This strategy is particularly appealing to those looking for regular income returns from their investments, without foregoing the potential for stock value gains.

• Capital Appreciation Potential

  While focusing on dividend yield, the fund also places significant emphasis on the potential for capital appreciation. By choosing stocks of companies with strong growth prospects, the fund aims to not only provide current income through dividends but also to enhance the overall value of its investments over time. This balanced approach is designed to offer both short-term income and long-term growth opportunities to investors.