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
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+1.89% 3 years--
3 months+12.50% 5 years--
1 year+4.13% Since inception+23.52%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+14.47%
Expense ratio1.36%1.33%
Risk 5 year sharpe ratio--0.95
Net assets$26.7M$1.4B
Average market cap$4.2B$9.4B
Average P/E21.525.6
Portfolio turnover5%5%

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Fund Management and Purchase Info

Fund familyShelton Capital Management
Fund manager & tenureJeremy Deems / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock72.68%
International stock22.46%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FSLR First Solar Inc5.23%
CSIQ Canadian Solar Inc3.61%
UNFI United Natural Foods Inc3.49%
VWDRY Vestas Wind Systems A/S3.13%
QCOM Qualcomm2.91%
-- 2.79%
SPWR SunPower Corp2.75%
IBM IBM2.74%
OLED Universal Display Corp2.73%
SCTY SolarCity Corp2.66%

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