Shelton Sustainable Equity Investor

Under typical market circumstances, this fund's core strategy is to allocate a minimum of 80% of its net assets—which includes any capital obtained through borrowing—into the equity shares of companies deemed "Sustainable." Its holdings will feature a mix of U.S. common stocks, international equities, and American Depository Receipts (ADRs). The fund is designed to invest in businesses of all market capitalizations and strategically seeks to diversify its portfolio across a variety of economic sectors and geographical locations.