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NEXIX Shelton Sustainable Equity Institutional Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Deere & Company (NYSE:DE), First Solar (NASDAQ:FSLR).

Industry description

The investment seeks to achieve long-term capital appreciation by investing in stocks in the sustainable economy. Under normal market conditions, the fund invests 80 percent of the net assets of the fund (which includes the amount of any borrowings for investment purposes) in equities of “Sustainable” companies. It will invest in U.S. common and foreign stocks and American Depository Receipts (“ADRs”). The fund may invest in companies of all sizes and seeks diversification by economic sector and geography.

Market Cap

The average market capitalization across the Shelton Sustainable Equity Institutional MF is 21.96B. The market cap for tickers in the group ranges from 2.3B to 112.5B. DE holds the highest valuation in this group at 112.5B. The lowest valued company is HEES at 2.3B.

Volume

The average weekly volume growth across all stocks in the Shelton Sustainable Equity Institutional MF was 6%. For the same stocks of the MF, the average monthly volume growth was 63% and the average quarterly volume growth was 64%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66
P/E Growth Rating: 52
Price Growth Rating: 52
SMR Rating: 50
Profit Risk Rating: 31
Seasonality Score: -1 (-100 ... +100)
View a ticker or compare two or three
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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
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NEXIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NEXIX has been closely correlated with TRQZX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if NEXIX jumps, then TRQZX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NEXIX
1D Price
Change %
NEXIX100%
-1.16%
TRQZX - NEXIX
74%
Closely correlated
-1.93%
RPTIX - NEXIX
74%
Closely correlated
-1.94%
RPMGX - NEXIX
74%
Closely correlated
-1.93%
PAMCX - NEXIX
73%
Closely correlated
-1.94%
RRMGX - NEXIX
73%
Closely correlated
-1.94%
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