Shelton Green Alpha Fund Quote
| NEXTX Fund | USD 33.86 0.48 1.44% |
PerformanceSolid
| Odds Of DistressLow
|
Shelton Green is trading at 33.86 as of the 3rd of July 2025; that is 1.44 percent increase since the beginning of the trading day. The fund's open price was 33.38. Shelton Green has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 8th of July 2024 and ending today, the 3rd of July 2025. Click here to learn more.
Under normal market conditions, the fund invests 80 percent of the net assets of the fund in equities of Sustainable companies. It will invest in U.S. common and foreign stocks and American Depository Receipts . The fund may invest in companies of all sizes and seeks diversification by economic sector and geography.. More on Shelton Green Alpha
Moving together with Shelton Mutual Fund
Shelton Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Shelton Capital Management Funds, Large Funds, Mid-Cap Growth Funds, Alternative Energy Funds, Energy Funds, Mid-Cap Growth, Shelton Capital Management, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Shelton Green Alpha [NEXTX] is traded in USA and was established 3rd of July 2025. Shelton Green is listed under Shelton Capital Management category by Fama And French industry classification. 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 3.04% with the current yeild of 0.0%, while the total return for the last 3 years was -2.95%.
Check Shelton Green Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Shelton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Shelton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Shelton Green Alpha Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Shelton Green Alpha Mutual Fund Constituents
| UNFI | United Natural Foods | Stock | Consumer Staples | |
| OLED | Universal Display | Stock | Information Technology | |
| MRNA | Moderna | Stock | Health Care | |
| VWDRY | Vestas Wind Systems | Pink Sheet | Specialty Industrial Machinery | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TPIC | TPI Composites | Stock | Industrials | |
| NTLA | Intellia Therapeutics | Stock | Health Care | |
| AMAT | Applied Materials | Stock | Information Technology |
Shelton Green Alpha Risk Profiles
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.45 | |||
| Standard Deviation | 1.74 | |||
| Variance | 3.03 |
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.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |