NEXIX Mutual Fund

NEXIX Mutual Fund (Shelton Sustainable Equity Fund Class Institutional) is managed by Shelton Capital Management with $9.4M in net assets. NEXIX expense ratio is 1.01%, holding 45 positions across sectors including Industrials, Information Technology, Utilities. Inception date: 2022-10-10.

NEXIX performance shows a YTD return of 8.73%. The 1-year return is 9.35% and the 5-year return is -4.51%. NEXIX dividend yield stands at 0.41%, paid annually.

NEXIX top holdings include Orange - Adr (5.0%), Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com (5.0%), Bunge Ltd. - Ordinary Shares (4.9%), Aramark Services Inc 2/1/2028 (4.9%), Gaztransport Et Technigaz Sa (4.5%). Go to all NEXIX holdings, NEXIX sectors, or NEXIX dividends.

NEXIX can be compared against other funds. Use NEXIX overlap to find shared positions, or NEXIX vs another fund for a side-by-side view. NEXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.