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The investment seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index®. Under normal market conditions, 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. It is passively managed. The Nasdaq-100 Index® includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization.
Name | Title | Since | Until |
---|---|---|---|
Anthony Jacoby | Portfolio Manager | 2022 | Now |
Biography | Tony Jacoby, CFA, joined Shelton Capital Management in November 2017. He has a B.A. in Economics from the University of Colorado Boulder and is currently pursuing an M.S. in Applied Mathematics with an Applied Probability concentration at the University of Colorado. | ||
Stephen C. Rogers | CEO, Portfolio Manager | 2003 | Now |
Biography | Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa. | ||
Barry Martin | Portfolio Manager | 2018 | 2024 |
Biography | Barry Martin, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Martin specializes in option strategies and has been managing options for over 20 years. He received a B.S. from the University of Arizona and has earned the right to use the Chartered Financial Analyst (CFA®) designation. | ||
Roderick G. Baldwin | Portfolio Manager | 2000 | 2002 |
Biography | Baldwin is a portfolio manager with CCM Partners, his employer since early 1999. Prior to joining the firm, he was director of index investment management of BofA Capital Management, where he was employed from 1976 to 1999. |
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