Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Shelton Green Alpha Fund (NEXTX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation by investing in stocks in the green economy. The fund invests primarily in common stocks of companies that the Sub-Advisor believes are leaders in managing environmental risks and opportunities- have above average growth potential and are reasonably valued. Under normal market conditions- at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) will be invested in U.S. common stocks and American Depository Receipts ("ADRs").


1 month+3.90% 3 years+9.30%
3 months+5.19% 5 years--
1 year+29.94% Since inception+14.06%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+12.62%
Expense ratio1.31%1.22%
Risk 5 year sharpe ratio--1.18
Net assets$42.5M$1.5B
Average market cap$4.7B$12.1B
Average P/E19.029.4
Portfolio turnover24%24%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyShelton Capital Management
Fund manager & tenureJeremy Deems / 4 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock63.33%
International stock25.52%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
VWDRY Vestas Wind Systems A/S5.30%
PEGI Pattern Energy Group Inc4.40%
AMAT Applied Materials Inc4.17%
CSIQ Canadian Solar Inc3.94%
FSLR First Solar Inc3.92%
SWKS Skyworks Solutions Inc3.55%
CAFD 8Point3 Energy Partners LP3.53%
IBM IBM3.02%
JKS JinkoSolar Holding Co Ltd2.83%
UNFI United Natural Foods Inc2.74%