NEXTX

Mutual Fund ticker: NASDAQ

PRICE

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

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

NEXTX

Net Assets

72.2M

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

Fund Share Class Net Assets

64.4M

Fund Type

OpenEnd

Index Fund

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

-7.092

Annual Yield % from dividends

0.21

Returns for 1 year

-7.36

Returns for 3 years

-16.27

Returns for 5 years

54.06

Returns for 10 years

81.53

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General Information

Category MidCapGrowth

Profile

Fundamentals

Details