Shelton Green Alpha Fund Quote

NEXTX Fund  USD 29.56  0.30  1.00%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Shelton Green is trading at 29.56 as of the 20th of March 2025; that is 1 percent decrease since the beginning of the trading day. The fund's open price was 29.86. Shelton Green has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests primarily in common stocks of companies that Green Alpha Advisors, the investment sub-adviser to it, believes are leaders in managing environmental risks and opportunities, have above average growth potential and are reasonably valued. More on Shelton Green Alpha

Moving together with Shelton Mutual Fund

  0.93PAMCX T Rowe PricePairCorr
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  0.93TRQZX T Rowe PricePairCorr
  0.93RPMGX T Rowe PricePairCorr
  0.91PRJIX T Rowe PricePairCorr
  0.66PRNHX T Rowe PricePairCorr

Moving against Shelton Mutual Fund

  0.39VTISX Vanguard Total InterPairCorr
  0.39VTSNX Vanguard Total InterPairCorr
  0.39VTPSX Vanguard Total InterPairCorr

Shelton Mutual Fund Highlights

Thematic IdeaAlternative Energy (View all Themes)
Fund ConcentrationAlternative Energy Funds, Mid-Cap Growth, Shelton Capital Management, Large, Mid-Cap Growth (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of January 2023
Fiscal Year EndAugust
Shelton Green Alpha [NEXTX] is traded in USA and was established 20th of March 2025. The fund is listed under Mid-Cap Growth category and is part of Shelton Capital Management family. The entity is thematically classified as Alternative Energy. This fund now has accumulated 202.29 M in assets with minimum initial investment of 1 K. Shelton Green Alpha is currently producing year-to-date (YTD) return of 0.46% with the current yeild of 0.0%, while the total return for the last 3 years was -5.01%.
Check Shelton Green Probability Of Bankruptcy

Instrument Allocation

Top Shelton Green Alpha Mutual Fund Constituents

UNFIUnited Natural FoodsStockConsumer Staples
OLEDUniversal DisplayStockInformation Technology
MRNAModernaStockHealth Care
VWDRYVestas Wind SystemsPink SheetSpecialty Industrial Machinery
TSLATesla IncStockConsumer Discretionary
TPICTPI CompositesStockIndustrials
NTLAIntellia TherapeuticsStockHealth Care
AMATApplied MaterialsStockInformation Technology
More Details

Shelton Green Alpha Risk Profiles

Shelton Green Against Markets

Other Information on Investing in Shelton Mutual Fund

Shelton Green financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton Green security.
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