Shelton Sustainable Equity Fund Institutional Shares
NEXIX
NASDAQ
| Weiss Ratings | NEXIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Weak | |||
| Risk Grade | D | |||
| Company Info | NEXIX-NASDAQ | Click to Compare |
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| Provider | Shelton Capital Management | |||
| Manager/Tenure (Years) | Derek Izuel (2), Bruce Kahn (2), Justin Sheetz (2) | |||
| Website | http://www.sheltoncap.com | |||
| Fund Information | NEXIX-NASDAQ | Click to Compare |
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| Fund Name | Shelton Sustainable Equity Fund Institutional Shares | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 10, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 500,000.00 | |||
| Minimum Subsequent Investment | 2,500.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | NEXIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.33% | |||
| Dividend | NEXIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.70% | |||
| Asset Allocation | NEXIX-NASDAQ | Click to Compare |
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| Cash | 0.75% | |||
| Stock | 99.25% | |||
| U.S. Stock | 84.86% | |||
| Non-U.S. Stock | 14.39% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | NEXIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.27% | |||
| 30-Day Total Return | 7.82% | |||
| 60-Day Total Return | 15.70% | |||
| 90-Day Total Return | 22.62% | |||
| Year to Date Total Return | 10.80% | |||
| 1-Year Total Return | 10.37% | |||
| 2-Year Total Return | 2.74% | |||
| 3-Year Total Return | 6.68% | |||
| 5-Year Total Return | 49.07% | |||
| Price | NEXIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | NEXIX-NASDAQ | Click to Compare |
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| Nav | $34.04 | |||
| 1-Month Low NAV | $32.04 | |||
| 1-Month High NAV | $34.04 | |||
| 52-Week Low NAV | $25.61 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $34.06 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | NEXIX-NASDAQ | Click to Compare |
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| Beta | 1.28 | |||
| Standard Deviation | 23.55 | |||
| Balance Sheet | NEXIX-NASDAQ | Click to Compare |
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| Total Assets | 78.54M | |||
| Operating Ratios | NEXIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 26.00% | |||
| Performance | NEXIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.15% | |||
| Last Bear Market Total Return | -16.90% | |||