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Shelton Green Alpha Fund Commentary Q3

The Next Green Economy had a huge win in the third quarter of 2022. In August, the Biden Administration passed into law the Inflation Reduction Act of 2022 (IRA), which, among other provisions, provides $369 billion in climate and energy programs. Not only does this stimulate economic activity in the solar and wind industries, but…

Shelton International Select Equity Fund Commentary Q3

Many investors have moved on from inflation fears. We discussed that possibility in the last quarterly commentary, and it is safe to say that nothing that happened in the third quarter has changed that perspective. From our view the question is not whether inflation has peaked but how fast it will decline, and where it…

Shelton Equity Income Fund Commentary Q3

July brought a much-needed reprieve from the selloff of June, with the market carrying that momentum and upside into August before rolling over again. There wasn’t a single sector that finished July lower than it started, with Consumer Discretionary and IT both advancing more than 10%. Following the explosive month and a half long rally…

Shelton Emerging Markets Commentary Q3

**”Gross Expense Ratio” reflects a fund’s total annual operating expenses as stated in the fund’s prospectus and does not reflect any expense reimbursements or waivers that may exist. This mutual fund may be subject to expense reimbursements and waivers, and less such reimbursements and waivers may have lower total annual operating expenses (i.e., “Net Expense Ratio”) than indicated herein. Please read the fund prospectus carefully to determine the existence of any expense reimbursements or waivers and details on their limits and termination dates.

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Particular ETFs may not be appropriate investments for all investors, and there may be other ETFs or investment options available through Axos Invest LLC that are more suitable.

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Performance quoted represents past performance, is no guarantee of future results, and may not provide an adequate basis for evaluating the performance of the product over varying market conditions or economic cycles. Current performance may be lower or higher than the performance data quoted. The investment return and 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.

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ETFs are subject to risk similar to those of their underlying securities, including, but not limited to, market, investment, sector, or industry risks, and those regarding short-selling and margin account maintenance. Some ETFs may involve international risk, currency risk, commodity risk, leverage risk, credit risk, and interest rate risk. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors.

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