Expense Ratio History

SCM fund fees

11 SCM funds, cheapest first. Each page shows the fee's history, every share class and its sources.

FundFeeTypeLast change
SEPIShelton Equity Premium Income ETF 0.54% ETF None recorded
IOLZXICON EQUITY FUND 1.16% Mutual fund 1.19% to 1.16%, 1 May 2026
IOBAXICON FLEXIBLE BOND FUND 1.20% Mutual fund 1.22% to 1.20%, 1 May 2026
IOEZXICON EQUITY INCOME FUND 1.23% Mutual fund 1.25% to 1.23%, 1 May 2026
DEBTXSHELTON TACTICAL CREDIT FUND 1.38% Mutual fund 1.43% to 1.38%, 1 May 2026
ICBAXICON Natural Resources and Infrastructure Fund 1.56% Mutual fund 1.51% to 1.56%, 1 May 2025
ICTTXICON HEALTH AND INFORMATION TECHNOLOGY FUND 1.56% Mutual fund 1.54% to 1.56%, 1 May 2026
SISLXShelton International Select Equity Fund 1.56% Mutual fund 1.50% to 1.56%, 1 May 2026
ICTUXICON UTILITIES AND INCOME FUND 1.66% Mutual fund 1.45% to 1.66%, 1 May 2025
ICFAXICON CONSUMER SELECT FUND 1.72% Mutual fund 1.64% to 1.72%, 1 May 2026
EMSQXShelton Emerging Markets Fund 1.85% Mutual fund 1.77% to 1.85%, 1 May 2026