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Morningstar

Shelton Sustainable Equity Investor NEXTX

Morningstar Medalist Rating
Medalist Rating as of | See Shelton Investment Hub
  • NAV / 1-Day Return 30.71  /  +0.59 %
  • Total Assets 124.2 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.19%
  • Turnover 105%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis NEXTX

Will NEXTX outperform in 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.

Strength in Shelton Sustainable Equity Investor's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hannon Armstrong Sustainable Infrastructure Capital Inc

4.06 5.5 Mil
Real Estate

First Solar Inc

4.05 5.5 Mil
Technology

H&E Equipment Services Inc

4.05 5.5 Mil
Industrials

Darling Ingredients Inc

3.97 5.3 Mil
Consumer Defensive

AECOM

3.82 5.1 Mil
Industrials

Clean Harbors Inc

3.74 5.0 Mil
Industrials

Bunge Global SA

3.73 5.0 Mil
Consumer Defensive

Deere & Co

3.66 4.9 Mil
Industrials

Cabot Corp

3.65 4.9 Mil
Basic Materials

Xylem Inc

3.60 4.8 Mil
Industrials