NEXTX Mutual Fund

NEXTX Mutual Fund (Shelton Sustainable Equity Fund Investor Share Class) is managed by Shelton Capital Management with $55.0M in net assets. NEXTX expense ratio is 1.26%, holding 48 positions across sectors including Industrials, Information Technology, Utilities. Inception date: 2013-03-12.

NEXTX performance shows a YTD return of 3.00%. The 1-year return is 1.42% and the 5-year return is -4.18%. NEXTX dividend yield stands at 0.19%.

NEXTX top holdings include Deere & Co Sedol 2261203 (5.0%), Aramark Holdings (5.0%), Ha Sustainable Infrastructure Capital Inc (4.8%), Bunge Ltd. - Ordinary Shares (4.4%), Vertiv Holdings Co (4.3%). Go to all NEXTX holdings, NEXTX sectors, or NEXTX dividends.

NEXTX can be compared against other funds. Use NEXTX overlap to find shared positions, or NEXTX vs another fund for a side-by-side view. NEXTX alternatives are available via the screener, along with tax-loss harvesting opportunities.