NEXTX Mutual Fund (Shelton Sustainable Equity Fund Investor Share Class) is managed by Shelton Capital Management with $59.0M in net assets. NEXTX expense ratio is 1.26%, holding 45 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2013-03-12.

NEXTX performance shows a YTD return of 9.84%. The 1-year return is 14.49% and the 5-year return is -3.04%. NEXTX dividend yield stands at 0.18%, paid annually.

NEXTX top holdings include Bunge Ltd. - Ordinary Shares (5.0%), Deere & Co. (4.8%), Gaztransport Et Technigaz Sa (4.7%), SCHNEIDER ELECTR (4.5%), Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com (4.3%). View all NEXTX holdings, sector breakdown, or dividend history.

NEXTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NEXTX alternatives are available via the screener, along with tax-loss harvesting opportunities.