LOANX : Shelton BDC Income Fund Investor Class

Fund Summary

The investment seeks to provide a high level of income with the potential for capital appreciation. The fund invests substantially all (and under normal market conditions, at least 80%) of its net assets (plus any borrowings for investment purposes) in common stocks and other equity securities of business development companies ("BDCs") that are traded on one or more nationally recognized securities exchanges. It may invest up to 20% of its net assets in debt securities of BDCs and other issuers of any maturity, duration or credit rating. It is non-diversified.