NEXTX Mutual Fund

NAV$36.18

AUM$55M

TER1.26%

Holdings48

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NEXTX Mutual Fund

NAV$36.18

Shelton Sustainable Equity Fund Investor Share Class

AUM$55M

TER1.26%

Holdings48

See how much of NEXTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	US	Global	76.05%
2	France	Europe	8.00%
3	Germany	Europe	5.64%
4	Austria	Europe	4.36%
5	Switzerland	Europe	2.29%
6	Ireland	Europe	2.11%
7	Canada	North America	1.12%

NEXTX Mutual Fund Geographic Allocation

NEXTX geographic allocation spans US (76.0%), France (8.0%), Germany (5.6%), Austria (4.4%), Switzerland (2.3%). The fund covers 3 regions.

NEXTX country exposure helps investors assess international diversification and geopolitical risk. NEXTX sectors alongside geography give a fuller picture of portfolio allocation.