SHELTON FUNDS TRUST Fund Family
| Fund | Settlement Date | Minimum Investment Amounts | |||
|---|---|---|---|---|---|
| Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent | ||
| SHELTON US GOVT SECS FD K (CAUKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON US GOVT SECS FD DIRECT SHRS (CAUSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON GREEN CA TAX FREE INCM FD DIRECT (CFNTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON TACTICAL CREDIT FD INST (DEBIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON TACTICAL CREDIT FD INV (DEBTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON EMERGING MARKETS INVESTOR (EMSLX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON EQUITY INCOME K (EQTKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ICON NAT RES & INFRA INV (ICBAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ICON CONSUMER SELECT INVESTOR (ICFAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ICON HEALTH AND INFORMATION TECH INV (ICTTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ICON UTILITIES AND INCOME INV (ICTVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ICON EQUITY INCOME FD INV CL (IEQAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ICON FLEXIBLE BD FD INV (IOBAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ICON EQUITY INCOME FD INSTL CL (IOEZX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| ICON EQUITY FD INV CL (ISTAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON S&P MIDCAP INDEX FD K (MIDKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON NASDAQ 100 INDEX FD K (NDXKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON SUSTAINABLE EQUITY INSTITUTIONAL (NEXIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON NASDAQ100 INDEX INSTITUTIONAL (NQQQX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON S&P SM CAP INDEX FD DIRECT SHRS (SMCIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON S&P SM CAP INDEX FD K (SMLKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON S&P 500 INDEX FD DIRECT SHRS (SPFIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SHELTON S&P 500 INDEX FD K (SPXKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.