Shelton Capital Management The United States Treasury Trust Investor Shares
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Fund Information
Fund Type
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Open/Closed to New Investors
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Cash
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Preferred
Convertible
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Company Information
Provider
Shelton Capital Management
Manager/Tenure
(Years)
(Years)
Stephen C. Rogers (21), William Mock (15), Peter Higgins (2)
Website
Address
1125 17th Street
Denver CO - 80202
Denver CO - 80202
Country
United States
Phone Number
800-955-9988
Investment Strategy
The investment seeks high current income exempt from state income taxes while maintaining a stable net asset value of $1.00 per share. The fund primarily invests its assets in cash, repurchase agreements and government securities with interest guaranteed by the full faith and credit of the United States government. It invests at least 99.5% of its total assets in cash, government securities, and/or repurchase agreements collateralized by cash or government securities and in compliance with industry-standard regulatory requirements for money market funds for quality, maturity, and diversification.