Morningstar

Shelton Sustainable Equity Fund Investor Shares NEXTX

Morningstar Medalist Rating
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Medalist Rating as of See Shelton Investment Hub
  • NAV / 1-Day Return $34.85  /  −1.61 %
  • Fund Size $62.3M
  • Adjusted Expense Ratio 1.260%
  • Net Expense Ratio 1.260%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.19%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis NEXTX

Will NEXTX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEXTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEXTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NEXTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Shelton Sustainable Equity Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NEXTX

More NEXTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Deere & Co

5.85 4M
Industrials

Gaztransport et technigaz SA

5.39 3M
Energy

Aramark

4.73 3M
Industrials

HA Sustainable Infrastructure Capital Inc

4.71 3M
Financial Services

Bunge Global SA

4.58 3M
Consumer Defensive

CF Industries Holdings Inc

4.20 3M
Basic Materials

Schneider Electric SE

4.19 3M
Industrials

Johnson Controls International PLC Registered Shares

4.12 3M
Industrials

Siemens AG

3.96 2M
Industrials

Ormat Technologies Inc

3.77 2M
Utilities

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