Shelton Green Alpha Fund Fossil Free Investing
Post on: 11 Май, 2015 No Comment
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The Funds investment objective is to achieve long-term capital appreciation by investing in stocks in the green economy.
AVERAGE TOTAL RETURNS
as of 12/31/14
Total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions. The performance reflected in the total return table above is attributable to the unusually favorable conditions to environmentally focused securities held in the portfolio and such conditions many not be sustainable or continue causing the Fund to not repeat this level of performance in the future.
Shelton Green Alpha Fund’s environmental focus may limit investment options available to the Fund and my result in lower returns than returns of funds not subject to such investment considerations. The performance reflected in the total return table is attributable to the unusually favorable conditions to environmentally focused securities held in the portfolio and such conditions many not be sustainable or continue causing the Fund to not repeat this level of performance in the future. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investment in larger and more established companies.
The performance data quoted represents past performance. Performance figures represent past performance and are not a guarantee of future results. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance data quoted. For more current month-end Fund performance information, please refer to the Monthly Total Return Information link located on the right-hand side of this page or call our office at (800) 955-9988.
AVERAGE TOTAL RETURNS
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as of 12/31/14
Total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions. The performance reflected in the total return table above is attributable to the unusually favorable conditions to environmentally focused securities held in the portfolio and such conditions many not be sustainable or continue causing the Fund to not repeat this level of performance in the future.
Shelton Green Alpha Fund’s environmental focus may limit investment options available to the Fund and my result in lower returns than returns of funds not subject to such investment considerations. The performance reflected in the total return table is attributable to the unusually favorable conditions to environmentally focused securities held in the portfolio and such conditions many not be sustainable or continue causing the Fund to not repeat this level of performance in the future. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investment in larger and more established companies.
The performance data quoted represents past performance. Performance figures represent past performance and are not a guarantee of future results. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance data quoted. For more current month-end Fund performance information, please refer to the Monthly Total Return Information link located on the right-hand side of this page or call our office at (800) 955-9988.