Shelton fund fees
9 Shelton funds, cheapest first. Each page shows the fee's history, every share class and its sources.
| Fund | Fee | Type | Last change |
|---|---|---|---|
| SPFIXS&P 500 Index Fund | 0.42% | Index mutual fund | 0.43% to 0.42%, 1 Jan 2026 |
| SPMIXS&P MidCap Index Fund | 0.63% | Index mutual fund | 0.64% to 0.63%, 1 Jan 2026 |
| EQTIXShelton Equity Income Fund | 0.64% | Mutual fund | 0.67% to 0.64%, 1 Jan 2026 |
| CFNTXGreen California Tax-Free Income Fund | 0.81% | Mutual fund | 0.80% to 0.81%, 1 Jan 2026 |
| SMCIXS&P SmallCap Index Fund | 0.86% | Index mutual fund | 0.88% to 0.86%, 1 Jan 2026 |
| UTSXXThe United States Treasury Trust | 0.88% | Mutual fund | 0.89% to 0.88%, 1 Jan 2026 |
| NDXKXNasdaq-100 Index Fund | 0.89% | Index mutual fund | 0.91% to 0.89%, 1 Jan 2025 |
| CAUSXU.S. Government Securities Fund | 1.15% | Mutual fund | 0.87% to 1.15%, 1 Jan 2025 |
| NEXTXShelton Sustainable Equity Fund | 1.26% | Mutual fund | 1.25% to 1.26%, 1 Jan 2026 |