The investment seeks to achieve a high level of income and capital appreciation (when consistent with high income). In order to meet its investment objectives the fund invests primarily in U.S. equity securities which generate a relatively high level of dividend income (relative to other equities in the same industry) and have potential for capital appreciation. These securities will generally be stocks of medium and large U.S. corporations. It normally invests at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in common stocks.
Fund filings (PDF) »
Stephen Rogers (Started: Dec 31, 2003)
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Shelton Capital Management, 44 Montgomery Street, Suite 2100, San Francisco, USA