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Buy These 3 Shelton Mutual Funds for Higher Returns
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Richard Shelton founded Shelton Capital Management in 1985. Shelton Capital Management offers actively managed mutual fund products in multiple class funds. The firm managed $6.5 billion in assets as of Dec. 31, 2025. Shelton Capital Management offers U.S. equity strategies, international equity strategies, fixed-income strategies, ESG strategies and specialty classes mutual funds. Environmental, social and governance (ESG) strategies integrate sustainability factors into the investment process, making it a viable investment option.
We have chosen three Shelton mutual funds —Shelton Equity Income Fund ((EQTIX - Free Report) ), Shelton Emerging Markets Fund ((EMSLX - Free Report) )and Shelton Tactical Credit Investor ((DEBTX - Free Report) ) — that investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Shelton Equity Income Fund seeks to achieve a high level of income and capital appreciation by investing primarily in income-producing U.S. equity securities.
Stephen C. Rogers has been the lead manager of EQTIX since Dec. 31, 2003. Most of the fund's holdings were in companies like Alphabet Inc. (3.7%), Shelton Equity Premium Income ETF (3.1%) and NVIDIA Corp (2.6%) as of Nov. 30, 2025.
EQTIX's 3-year and 5-year annualized returns are 14.1% and 11.6%, respectively. Its net expense ratio is 0.64%. EQTIX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds, please click here.
Shelton Emerging Markets Fund invests most of its assets in equity securities of foreign companies located in emerging markets.
Derek Izuel has been the lead manager of EMSLX since Jan. 1, 2022. Most of the fund's holdings were in companies like Taiwan Semiconductor Manufacturing Co. Ltd. (14.3%), Tencent Holdings Ltd (8.8%) and Samsung Electronics Co., Ltd. (5%) as of Sept. 30, 2025.
EMSLX's 3-year and 5-year annualized returns are 15.4% and 7.8%, respectively. Its net expense ratio is 1.23%. EMSLX has a Zacks Mutual Fund Rank #2.
Shelton Tactical Credit Investor fund invests most of its assetsin credit-related instruments and has the flexibility to allocate its entire portfolio to a single category of these securities if needed.
Jeffrey A. Rosenkranz has been the lead manager of DEBTXsince Dec. 12, 2013. Most of the fund's holdings were in companies like Iron Mountain Inc (3.3%), Six Flags Entertainment Corp (3.3%), and AMC Entertainment Holdings, Inc. (3.2%) as of Sept. 30, 2025.
DEBTX's 3-year and 5-year annualized returns are 6.3% and 3.3%, respectively. Its net expense ratio is 1.17%. DEBTXhas a Zacks Mutual Fund Rank #2.
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Buy These 3 Shelton Mutual Funds for Higher Returns
Richard Shelton founded Shelton Capital Management in 1985. Shelton Capital Management offers actively managed mutual fund products in multiple class funds. The firm managed $6.5 billion in assets as of Dec. 31, 2025. Shelton Capital Management offers U.S. equity strategies, international equity strategies, fixed-income strategies, ESG strategies and specialty classes mutual funds. Environmental, social and governance (ESG) strategies integrate sustainability factors into the investment process, making it a viable investment option.
We have chosen three Shelton mutual funds —Shelton Equity Income Fund ((EQTIX - Free Report) ), Shelton Emerging Markets Fund ((EMSLX - Free Report) ) and Shelton Tactical Credit Investor ((DEBTX - Free Report) ) — that investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Shelton Equity Income Fund seeks to achieve a high level of income and capital appreciation by investing primarily in income-producing U.S. equity securities.
Stephen C. Rogers has been the lead manager of EQTIX since Dec. 31, 2003. Most of the fund's holdings were in companies like Alphabet Inc. (3.7%), Shelton Equity Premium Income ETF (3.1%) and NVIDIA Corp (2.6%) as of Nov. 30, 2025.
EQTIX's 3-year and 5-year annualized returns are 14.1% and 11.6%, respectively. Its net expense ratio is 0.64%. EQTIX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds, please click here.
Shelton Emerging Markets Fund invests most of its assets in equity securities of foreign companies located in emerging markets.
Derek Izuel has been the lead manager of EMSLX since Jan. 1, 2022. Most of the fund's holdings were in companies like Taiwan Semiconductor Manufacturing Co. Ltd. (14.3%), Tencent Holdings Ltd (8.8%) and Samsung Electronics Co., Ltd. (5%) as of Sept. 30, 2025.
EMSLX's 3-year and 5-year annualized returns are 15.4% and 7.8%, respectively. Its net expense ratio is 1.23%. EMSLX has a Zacks Mutual Fund Rank #2.
Shelton Tactical Credit Investor fund invests most of its assets in credit-related instruments and has the flexibility to allocate its entire portfolio to a single category of these securities if needed.
Jeffrey A. Rosenkranz has been the lead manager of DEBTX since Dec. 12, 2013. Most of the fund's holdings were in companies like Iron Mountain Inc (3.3%), Six Flags Entertainment Corp (3.3%), and AMC Entertainment Holdings, Inc. (3.2%) as of Sept. 30, 2025.
DEBTX's 3-year and 5-year annualized returns are 6.3% and 3.3%, respectively. Its net expense ratio is 1.17%. DEBTX has a Zacks Mutual Fund Rank #2.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top performing mutual funds, each week.Get it free >>