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Shelton US Government Securities K (CAUKX)

9.32
-0.07
(-0.75%)
At close: 8:00:10 PM EDT
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  • Previous Close 9.39
  • YTD Return 2.28%
  • Expense Ratio 1.27%
  • Category Intermediate Government
  • Last Cap Gain -7.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 13.88M
  • Beta (5Y Monthly) 0.67
  • Yield 2.66%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.06
  • Inception Date Dec 4, 1985

The fund invests primarily in high-quality bonds whose interest is guaranteed by the full faith and credit of the United States government and its agencies or instrumentalities. Under normal market conditions, it is the fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in securities issued by the U.S. government and its agencies and instrumentalities.

Shelton Capital Management

Fund Family

Intermediate Government

Fund Category

13.88M

Net Assets

1985-12-04

Inception Date

Performance Overview: CAUKX

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Trailing returns as of 4/7/2025. Category is Intermediate Government.

YTD Return

CAUKX
2.28%
Category
1.42%
 

1-Year Return

CAUKX
2.37%
Category
1.19%
 

3-Year Return

CAUKX
0.18%
Category
3.89%
 

5-Year Return

CAUKX
1.80%
Category
1.85%
 

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