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NEXIX
Mutual Fund ticker: NASDAQ
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Shelton Sustainable Equity Institutional (NEXIX) Ownership - Who owns Shelton Sustainable Equity Institutional?

The investment seeks to achieve long-term capital appreciation by investing in stocks in the sustainable economy... Show more

Category: #Mid-Cap Growth

Profile

Category
Mid-Cap Growth
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Growth
Total Expense Ratio
1.01
Min. Initial Investment
1000.00
Fund Existence
over 3 years
Turnover
21.00
Front Load
N/A
Net Assets
73052664.00
Manager Tenure
N/A

Fundamentals

NEXIX
Net Assets
73.1M
Fund Existence
over 3 years
Turnover
21.00
Total Expense Ratio
1.01
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.01
Assets in Top Ten Holdings
51.6M
Average Credit Quality
N/A
Average Effective Duration
0.08
Average Effective Maturity
0.08
Fund of Funds
No
Fund Share Class Net Assets
9.51M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
0.08
No Load Fund
Yes
Number of Long Holdings
47.00
Number of Net Holdings
47.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
40.32%
Gain YTD
8.963
Annual Yield % from dividends
0.42
Returns for 1 year
19.80
Returns for 3 years
12.31
Returns for 5 years
-21.87
Returns for 10 years
200.03
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com