Shelton Sustainable Equity Fund Investor Shares
NEXTX
NASDAQ
| Weiss Ratings | NEXTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Weak | |||
| Risk Grade | D | |||
| Company Info | NEXTX-NASDAQ | Click to Compare |
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| Provider | Shelton Capital Management | |||
| Manager/Tenure (Years) | Derek Izuel (3), Bruce Kahn (3) | |||
| Website | http://www.sheltoncap.com | |||
| Fund Information | NEXTX-NASDAQ | Click to Compare |
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| Fund Name | Shelton Sustainable Equity Fund Investor Shares | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 12, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | NEXTX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.18% | |||
| Dividend | NEXTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.31% | |||
| Asset Allocation | NEXTX-NASDAQ | Click to Compare |
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| Cash | 1.23% | |||
| Stock | 98.77% | |||
| U.S. Stock | 84.00% | |||
| Non-U.S. Stock | 14.77% | |||
| 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 | NEXTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.65% | |||
| 30-Day Total Return | 0.55% | |||
| 60-Day Total Return | 0.66% | |||
| 90-Day Total Return | -3.82% | |||
| Year to Date Total Return | 10.91% | |||
| 1-Year Total Return | 11.13% | |||
| 2-Year Total Return | 19.84% | |||
| 3-Year Total Return | 18.99% | |||
| 5-Year Total Return | -20.95% | |||
| Price | NEXTX-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 | NEXTX-NASDAQ | Click to Compare |
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| Nav | $37.71 | |||
| 1-Month Low NAV | $37.50 | |||
| 1-Month High NAV | $38.89 | |||
| 52-Week Low NAV | $32.85 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $39.34 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | NEXTX-NASDAQ | Click to Compare |
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| Beta | 1.26 | |||
| Standard Deviation | 19.66 | |||
| Balance Sheet | NEXTX-NASDAQ | Click to Compare |
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| Total Assets | 67.41M | |||
| Operating Ratios | NEXTX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.26% | |||
| Turnover Ratio | 21.00% | |||
| Performance | NEXTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 31.29% | |||
| Last Bear Market Total Return | -16.90% | |||