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.
Shelton Sustainable Equity Fund Investor Shares NEXTX
- NAV / 1-Day Return 37.61 / +0.19 %
- Total Assets 68.6M
-
Adj. Expense Ratio
1.260%
- Expense Ratio 1.260%
- Distribution Fee Level High
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.18%
- Turnover 21%
USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NEXTX
Will NEXTX 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