MENU

NEXIX Shelton Sustainable Equity Institutional Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term capital appreciation by investing in stocks in the sustainable economy... Show more

Category: #Mid-Cap Growth
Interact to see
Advertisement
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 30.46B. The market cap for tickers in the group ranges from 2.3B to 146.42B. DE holds the highest valuation in this group at 146.42B. 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 5%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was 55%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 30
Price Growth Rating: 45
SMR Rating: 64
Profit Risk Rating: 64
Seasonality Score: -12 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Details
Category
Mid-Cap Growth
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MCEGX17.560.01
+0.06%
BlackRock Unconstrained Equity Inv C
PAFDX42.65N/A
N/A
T. Rowe Price Equity Income Advisor
TINCX3.12N/A
N/A
Templeton Global Dynamic Income A1
STRAX42.15N/A
N/A
Sterling Capital Behav Lg Cp Val Eq R6
FGEMX139.74N/A
N/A
Fidelity Advisor Communication ServicesM

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 81% 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%
+1.72%
TRQZX - NEXIX
81%
Closely correlated
N/A
PMBJX - NEXIX
81%
Closely correlated
N/A
VMGMX - NEXIX
81%
Closely correlated
N/A
VMGIX - NEXIX
80%
Closely correlated
N/A
RPTIX - NEXIX
74%
Closely correlated
N/A
More
Shelton Sustainable Equity Institutional (NEXIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com