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  • Fund Type: Open-End Fund
  • Objective: Thematic Sector
  • Asset Class: Equity
  • Geographic Focus: Global

Shelton Green Alpha Fund

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NEXTX:US

15.29 USD 0.11 0.71%

As of 09:29:30 ET on 03/26/2015.

Snapshot for Shelton Green Alpha Fund (NEXTX)

Year To Date: +5.34% 3-Month: +5.12% 3-Year: - 52-Week Range: 13.33 - 16.08
1-Month: +0.26% 1-Year: -2.28% 5-Year: - Beta vs SPX: 1.21

Mutual Fund Chart for NEXTX

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  • NEXTX:US 15.40
  • 1M
  • 1Y
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Fund Profile & Information for NEXTX

Shelton Green Alpha Fund is an open-end fund incorporated in the USA. The Fund's objective is to achieve a high level of long-term capital appreciation. The Fund invests at least 80% of its assets in U.S. stocks and ADRs in a proprietary universe of companies working to address important global green issues.

Inception Date: 03-12-2013 Telephone: 1-800-955-9988
Managers: -
Web Site: www.sheltoncap.com

Fundamentals for NEXTX

NAV (on 2015-03-25) 15.40
Assets (M) (on 2015-03-25) 26.37
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for NEXTX

Dividend Type Omitted
Dividend Frequency Annual
Last Dividend Net -
Dividend Yield (ttm) 0.00

Fees & Expenses for NEXTX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee -
12b1 Fee 0.00
Expense Ratio 1.31

Top Fund Holdings for NEXTX

Filing Date: 02/27/2015
Name Position Value % of Total
First Solar Inc 22,300 1,332,314 5.234%
Canadian Solar Inc 31,000 918,375 3.608%
United Natural Foods Inc 10,700 888,528 3.490%
Vestas Wind Systems A/S 57,000 797,430 3.133%
QUALCOMM Inc 10,200 739,602 2.905%
Sierra Wireless Inc 18,900 709,884 2.789%
SunPower Corp 21,400 698,924 2.746%
International Business Machine 4,300 696,342 2.735%
Universal Display Corp 20,200 694,678 2.729%
SolarCity Corp 13,200 677,952 2.663%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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