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NEXTX
Mutual Fund ticker: NASDAQ
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Shelton Sustainable Equity Investor (NEXTX) Ownership - Who owns Shelton Sustainable Equity Investor?

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
N/A
Min. Initial Investment
1000.00
Fund Existence
over 11 years
Turnover
105.00
Front Load
N/A
Net Assets
105288730.00
Manager Tenure
N/A

Fundamentals

NEXTX
Net Assets
105M
Fund Existence
over 11 years
Turnover
105.00
Total Expense Ratio
N/A
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
N/A
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
95.5M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
42.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
3.910
Annual Yield % from dividends
0.19
Returns for 1 year
16.56
Returns for 3 years
-31.83
Returns for 5 years
73.34
Returns for 10 years
127.13
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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