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Shelton Sustainable Equity Investor (NEXTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.87+0.43 (+1.41%)
At close: 08:00PM EDT

Shelton Sustainable Equity Investor

San Francisco, CA 94104

44 Montgomery Street STE 2100

Shelton Capital management

800-225-8778
Management information
,Lead manager since 9 October 2022
Mr. Izuel is Managing Director and Chief Equity Officer of HighMark and has been associated with HighMark since 2008. Prior to joining HighMark, Mr. Izuel was a senior portfolio manager for Invesco from 1997 to 2008. Mr. Izuel earned a BS in computer science from the University of California at Berkley and an MBA from the Ross School of Business at the University of Michigan. Mr. Izuel is a CFA charterholder and belongs to the CFA Society of San Francisco and the Chicago Quantitative Alliance .
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyShelton Capital Management
Net assets121.84M
YTD return-3.88%
Yield0.21%
Morningstar rating★★
Inception date11 Mar 2013

Fund operations

Last dividend0.06
Last cap gain-27.00
Holdings turnover105.00%
Average for categoryN/A

Fees and expenses

ExpenseNEXTXCategory average
Annual report expense ratio (net)1.23%1.09%
Prospectus net expense ratio1.23%N/A
Prospectus gross expense ratio1.23%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A