Addressing growing 401(k) participant demand, the Nasdaq-100 Index® Fund is a powerful addition to today’s DC offerings.
Over 20 Years of Investment History
$1.7 Billion in Fund Assets*
Available through major recordkeeping platforms including: Vanguard, Fidelity, Empower, Ascensus, Broadridge
Innovation & The Retirement Landscape
80%
Nearly 80% of plan participants report that having access to a Nasdaq-100 Index product is important, with approximately 20% ranking the option as extremely important.
45%
Almost 45% of the participants already report owning a product that tracks the Nasdaq-100 in their portfolio.
Key insights from our Annual Nasdaq-100 Retirement Plan Survey indicate participants prioritize innovation, track record, and the simplicity of the Nasdaq-100 across all age bands surveyed.
Meet the Game-Changer:
NASDX: an award-winning mutual fund investing in the companies driving tomorrow’s economy.
WHY NASDAQ-100® FOR 401(K) PLANS?
Awards & Recognition**
Received an Overall Morningstar Rating of 4 stars among 1,027 Large Growth funds, based on the risk-adjusted returns, as of 3/31/2025.**
10 Best Mutual Funds List for 2024
Best Index Fund For 2024
Featured in Kiplinger’s Mutual Fund Guide for 2024
THE FI360 FIDUCIARY SCORE®
NQQQX is a 1st Quartile Fund for period ending 2/28/25.
A 0-25 score indicates the first quartile.
The fi360 Fiduciary Score® is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. The fi360 Fiduciary Score should not be used as the sole source of information in an investment decision. Visit www.fi360.com/fi360-Fiduciary-Score for the complete methodology document.
Source: Bloomberg L.P. as of 12/31/2024. The above chart is presented for the purpose of illustrating the long-term performance of large-cap growth markets versus the broader market over time. Index performance is not indicative of fund performance nor is it an indication of how a fund could or will perform. The S&P 500® Index is a market-capitalization-weighted index that measures the performance of the common stocks of 500 leading U.S. companies. Past performance does not guarantee future results and current performance may be lower or higher than the performance data quoted. It is not possible for individuals to invest directly in an index. Performance figures for an index do not reflect deductions for sales charges, commissions, expenses or taxes.
Click here for standardized performance.
Myth Buster: Nasdaq-100 is Too Volatile for a 401(k)
This chart examines the implied volatility for the Nasdaq-100 versus the S&P 500 over the last 20 years by looking at the CBOE indexes tied to each (VXN and the VIX, respectively). This similar volatility is impressive considering the Nasdaq-100’s returns and outperformance.
For another index comparison, let’s look at the Russell 1000 Growth Index – the average standard deviation of the monthly returns of over the last decade of the Nasdaq-100 is 18.56 vs. Russell 1000 Growth of 17.18.
Source: Bloomberg L.P. as of 12/31/2024. The above chart is presented for the purpose of illustrating the long-term volatility of large-cap growth markets versus the broader market over time. The VNX is the CBOE NASDAQ-100 Volatility Index and the VIX is the CBOE Volatility Index, a popular measure of the stock market’s expectation of volatility based on S&P 500 index options.
Take Your 401(k) Plan Lineup into the Future with the Nasdaq-100
WHY NASDAQ-100 FOR 401(K) PLANS?
Over the past several decades, one of the top leaders to investment performance is innovation & technology. Not only can innovation unlock long-term growth potential, investors are looking for it.
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Partnership is the essence of our work. Learn how to add NQQQX to your retirement menu.
Add NASDX to Your 401(k) Plan Lineup
Learn how to add NQQQX to your retirement plan lineup by submitting the form below.
Important Information
*Source: Nasdaq
An investment in the Fund involves risk, including possible loss of principal. Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.
Received an Overall Morningstar RatingTM of 4 stars among 1,027 Large Growth funds, based on the risk-adjusted returns, as of 3/31/2025.
**For important ranking criteria, please visit Forbes.com, Time.com, and Kiplinger.com, which reflect the NASDX share class.
**The fund’s Morningstar three-, five-, ten-year ratings respectively, 3 stars, 4 stars, 5 stars among 1,027, 949, 745 funds.
The Fund invests in the largest non-financial companies that are traded on the Nasdaq Stock Market. They are currently concentrated in the technology sector which has been among the volatile sectors of the U.S. stock market. During a declining stock market, this fund would lose money. It would potentially lose more money than other large cap funds.
Important Information for Morningstar® Rating
Nasdaq®, Nasdaq-100® and Nasdaq-100 Index® are trade or service marks of The Nasdaq Stock Market, Inc. which with its affiliates are the “Corporations”) and are licensed for use by the Fund. The Fund has not been passed on by the Corporations as to their legality or suitability. The Fund is not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the Fund. Diversification does not assure a profit or protect against lost in a declining market.
It is not possible for individuals to invest directly in an index. Performance figures for an index do not reflect deductions for sales charges, commissions, expenses or taxes.
Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit https://sheltonfunds.com/wp-content/uploads/2025/01/Prospectus-1.1.25.pdf or call (800) 955-9988. A prospectus should be read carefully before investing.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
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