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NEXIX
Mutual Fund ticker: NASDAQ
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Shelton Sustainable Equity Institutional (NEXIX) Ownership - Who owns Shelton Sustainable Equity Institutional?

The investment seeks to achieve long-term capital appreciation by investing in stocks in the sustainable economy... Show more

Category: #Mid-Cap Growth

Profile

Category
Mid-Cap Growth
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Growth
Total Expense Ratio
1.00
Min. Initial Investment
500000.00
Fund Existence
over 2 years
Turnover
26.00
Front Load
N/A
Net Assets
75940824.00
Manager Tenure
N/A

Fundamentals

NEXIX
Net Assets
75.9M
Fund Existence
over 2 years
Turnover
26.00
Total Expense Ratio
1.00
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
500000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.00
Assets in Top Ten Holdings
51.6M
Average Credit Quality
N/A
Average Effective Duration
0.08
Average Effective Maturity
0.08
Fund of Funds
No
Fund Share Class Net Assets
8.15M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
0.08
No Load Fund
Yes
Number of Long Holdings
52.00
Number of Net Holdings
53.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
35.83%
Gain YTD
-4.948
Annual Yield % from dividends
0.38
Returns for 1 year
-8.08
Returns for 3 years
-26.00
Returns for 5 years
88.44
Returns for 10 years
89.99
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General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com