NEXTX Mutual Fund

NEXTX Mutual Fund (Shelton Sustainable Equity Fund Investor Share Class) is managed by Shelton Capital Management with $60.4M in net assets. NEXTX expense ratio is 1.26%, holding 45 positions across sectors including Industrials, Information Technology, Utilities. Inception date: 2013-03-12.

NEXTX performance shows a YTD return of 8.59%. The 1-year return is 9.06% and the 5-year return is -3.16%. NEXTX dividend yield stands at 0.19%, paid annually.

NEXTX 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 NEXTX holdings, NEXTX sectors, or NEXTX dividends.

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