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NEXTX
Mutual Fund ticker: NASDAQ
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CHANGE
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
over 12 years
Turnover
26.00
Front Load
N/A
Net Assets
78285730.00
Manager Tenure
N/A

Fundamentals

NEXTX
Net Assets
78.3M
Fund Existence
over 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
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
68.2M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
50.00
Number of Net Holdings
50.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.50%
Gain YTD
20.098
Annual Yield % from dividends
0.17
Returns for 1 year
12.23
Returns for 3 years
28.29
Returns for 5 years
7.20
Returns for 10 years
166.04
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

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