The investment seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index�. The fund is managed passively in that the Manager is seeking to replicate the performance of the Nasdaq-100 Index�. To do this, the fund invests primarily in the stocks comprising this index. It will attempt to buy stocks so that the holdings in the portfolio approximate those of the Nasdaq-100 Index�. 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 the stocks comprising the index.
Fund filings (PDF) »
Stephen Rogers (Started: Dec 31, 2003)
# Contact ?>
Shelton Capital Management, 44 Montgomery Street, Suite 2100, San Francisco