NEXIX Mutual Fund (Shelton Sustainable Equity Fund Class Institutional) is managed by Shelton Capital Management with $9.1M in net assets. NEXIX expense ratio is 1.01%, holding 45 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2022-10-10.

NEXIX performance shows a YTD return of 9.98%. The 1-year return is 14.80% and the 5-year return is -4.40%. NEXIX dividend yield stands at 0.40%, paid annually.

NEXIX 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 NEXIX holdings, sector breakdown, or dividend history.

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