About CAUSX
Shelton U.S. Government Securities Fund Investor Shares is an open-end mutual fund focused on providing investors with a combination of liquidity, safety from credit risk, preservation of principal, and consistent income. The fund primarily invests in high-quality, long-term U.S. government securities, including Treasury bonds, notes, and Government National Mortgage Association (Ginnie Mae) mortgage-backed securities. All holdings are backed by the full faith and credit of the United States government, which significantly minimizes credit risk, although it does not eliminate risks related to interest rates and market fluctuations. The fund typically maintains a portfolio duration between three and twelve years, positioning itself within the intermediate to long-term bond category. Designed as an income fund rather than for growth, it distributes dividend income to shareholders and is intended for those with a long-term investment horizon seeking stable income and principal preservation. The fund plays an important role in the financial markets by offering a reliable income solution with a focus on government-backed fixed income assets, which can serve as a core component in diversified portfolios or as a defensive allocation during periods of market uncertainty.
Fund Family Shelton Capital Management
Category Long Government
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CAUSX
Share Class Investor Shares
Index Bloomberg GNMA TR
CAUSX had a total return of 5.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.48%.
