| 11.63 Net Asset Value | +0.95% 1 Day | -- Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 1.38% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +8.19% | 3 years | -- | |
| 3 months | -- | 5 years | -- | |
| 1 year | -- | Since inception | +17.50% |
| NEXTX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +5.42% |
| Expense ratio | 1.38% | 1.28% |
| Risk 5 year sharpe ratio | -- | 0.30 |
| Net assets | $1.2M | $2.1B |
| Average market cap | $3.2B | $42.9B |
| Average P/E | 20.2 | 19.8 |
| Portfolio turnover | -- | -- |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Shelton Capital Management |
| Fund manager & tenure | Jeremy Deems / 0 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| SCTY SolarCity Corp | 4.28% |
| GOOG Google, Inc. Class A | 3.85% |
| TSLA Tesla Motors, Inc. | 3.57% |
| FSLR First Solar, Inc. | 3.45% |
| HAIN Hain Celestial Group, Inc. | 3.40% |
| CSIQ Canadian Solar, Inc. | 3.12% |
| CWT California Water Service Group | 2.88% |
| VE Veolia Environnement SA ADR | 2.86% |
| CREE Cree, Inc. | 2.81% |
| BMI Badger Meter, Inc. | 2.79% |
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