NEXTX – Shelton Sustainable Equity Investor Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation by investing in stocks in the sustainable economy. Under normal market conditions, the fund invests 80 percent of the net assets of the fund (which includes the amount of any borrowings for investment purposes) in equities of “Sustainable” companies. It will invest in U.S. common and foreign stocks and American Depository Receipts (“ADRs”). The fund may invest in companies of all sizes and seeks diversification by economic sector and geography.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NEXTX	Shelton Sustainable Equity Fund Investor Shares	No Load	Open			Mar 12, 2013	$54.64M	1.260%	High	$1,000	−$12.71M
NEXIX	Shelton Sustainable Equity Fund Institutional Shares	Institutional	Open			Oct 10, 2022	$8.64M	1.010%	High	$1,000	−$1.17M

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