Shelton S&P 500 Index Investor (SPFIX)

This fund aims to mirror the performance of the S&P 500 Index, which itself comprises the common shares of 500 premier U.S. corporations spanning a diverse array of industries. Operating under a passive management strategy, the fund does not engage in active stock selection. Instead, its primary objective is to hold the same constituent stocks as the index, ensuring that the proportional weighting of each security within the fund closely mirrors that of the benchmark. A core policy dictates that at least 80% of its total assets—including any capital acquired through borrowing for investment—will be allocated to the underlying equities of the S&P 500 Index.