Shelton Sustainable Equity Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Shelton Sustainable Equity Fund Institutional Shares NEXIX
- NAV / 1-Day Return 37.36 / −0.53 %
- Total Assets 67.7M
-
Adj. Expense Ratio
1.010%
- Expense Ratio 1.010%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.40%
- Turnover 21%
USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NEXIX
Will NEXIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Deere & Co | 5.00 | 3M | Industrials |
Aramark | 4.95 | 3M | Industrials |
HA Sustainable Infrastructure Capital Inc | 4.84 | 3M | Financial Services |
Bunge Global SA | 4.36 | 3M | Consumer Defensive |
Vertiv Holdings Co Class A | 4.32 | 3M | Industrials |
Teledyne Technologies Inc | 4.30 | 3M | Technology |
Gaztransport et technigaz SA | 4.26 | 3M | Energy |
Ormat Technologies Inc | 4.06 | 3M | Utilities |
CF Industries Holdings Inc | 3.80 | 3M | Basic Materials |
Schneider Electric SE | 3.74 | 3M | Industrials |
United States