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NEXTX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Shelton Sustainable Equity Investor (NEXTX) Ownership - Who owns Shelton Sustainable Equity Investor?

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
1.25
Min. Initial Investment
1000.00
Fund Existence
about 12 years
Turnover
26.00
Front Load
N/A
Net Assets
68309336.00
Manager Tenure
N/A

Fundamentals

NEXTX
Net Assets
68.3M
Fund Existence
about 12 years
Turnover
26.00
Total Expense Ratio
1.25
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.25
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
60.9M
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
-14.118
Annual Yield % from dividends
0.21
Returns for 1 year
-16.99
Returns for 3 years
-31.53
Returns for 5 years
69.32
Returns for 10 years
70.59
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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