CAUSX : Shelton Capital Management U.S. Government Securities Fund Direct Shares

CAUSX is a Bond Market Government Bond with HIGH fees.

CAUSX

Shelton Capital Management U.S. Government Securities Fund Direct Shares

FI Score

28 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

28% FI Score
  • causx
  • Mutual Fund
  • Bond
  • Government Bond

Shelton Capital Management U.S. Government Securities Fund Direct Shares

Expenses: 0.76% (Better than 0% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why ยป

Fund Summary

The investment seeks liquidity, safety from credit risk and as high a level of income as is consistent with these objectives. The fund invests primarily in high-quality bonds whose interest is guaranteed by the full faith and credit of the United States government and its agencies or instrumentalities. Under normal market conditions, it is the fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in securities issued by the U.S. government and its agencies and instrumentalities.

Largest Holdings

Amount Holding
16.05% United States Treasury Notes 2.25%
11.25% United States Treasury Notes 2%
10.48% United States Treasury Notes 2.5%
8.99% United States Treasury Notes 2.12%
5.47% United States Treasury Notes 3.12%
5.22% United States Treasury Notes 2.12%
4.62% United States Treasury Notes 2.12%
3.97% United States Treasury Bonds 6%
3.66% United States Treasury Bonds 2.25%
3.11% United States Treasury Bonds 5%
2.14% United States Treasury Bonds 6.38%
1.96% United States Treasury Bonds 2.75%
1.89% United States Treasury Notes 0.38%
1.21% GNMA PASS-THRU M SINGLE FAMILY 3.5%
0.55% Government National Mortgage Association 5%
0.47% Government National Mortgage Association 5.5%
0.33% Government National Mortgage Association 6%
0.22% Government National Mortgage Association 6%
0.11% Government National Mortgage Association 5.5%

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