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The investment seeks to replicate the performance of small-sized U.S. companies as measured by the S&P SmallCap 600 Stock Index. The S&P SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks.
Name | Title | Since | Until |
---|---|---|---|
Anthony Jacoby | Portfolio Manager | 2022 | Now |
Biography | Tony Jacoby, CFA, joined Shelton Capital Management in November 2017. He has a B.A. in Economics from the University of Colorado Boulder and is currently pursuing an M.S. in Applied Mathematics with an Applied Probability concentration at the University of Colorado. | ||
Stephen C. Rogers | CEO, Portfolio Manager | 2003 | Now |
Biography | Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa. | ||
Roderick G. Baldwin | Portfolio Manager | 1996 | 2002 |
Biography | Baldwin is a portfolio manager with CCM Partners, his employer since early 1999. Prior to joining the firm, he was director of index investment management of BofA Capital Management, where he was employed from 1976 to 1999. |
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