Shelton Nasdaq-100 Index Investor
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- Shelton Nasdaq-100 Index Investor (NASDX) is a no-load mutual fund that seeks to provide investment results corresponding to the price and yield performance of the Nasdaq-100 Index, before fees and expenses. The fund employs a replication strategy, investing at least 80% of its assets in common stocks comprising the Nasdaq-100 Index or in securities with economic characteristics substantially identical to the index constituents; it may also utilize exchange-traded funds (ETFs) that track the index, such as the Invesco QQQ Trust, and engage in securities lending to generate additional income. Shelton Capital Management, the fund's adviser, offers a range of index mutual funds focused on passive investment strategies across U.S. equity benchmarks. The fund, launched in 2000, is headquartered in San Francisco, California, and primarily serves individual and institutional investors seeking large-cap growth exposure with low turnover and tax efficiency; it operates domestically with no significant international geographic footprint. In recent years, the fund has maintained its core strategy amid market volatility, benefiting from robust performance driven by the technology-heavy Nasdaq-100 amid the 2023-2025 AI and semiconductor boom, while Shelton Capital navigated 2024 Federal Reserve rate adjustments without major portfolio shifts, restructurings, or new product launches.