Shelton Sustainable Equity Fund (NEXTX)
The Fund’s investment objective is to achieve long-term capital appreciation by investing in stocks in the sustainable economy.
Strategy Highlights
Seeks to identify sustainable economy companies that have above-average growth potential.
Seeks companies that provide products and services that help economies adapt to, solve or mitigate the effects of key environmental and economic systemic risks.
Invests in companies that work to improve human well-being and increase economic efficiencies, while significantly reducing environmental risks.
Investment Philosophy: Introducing Our PRIME Criteria
Today, the consideration of sustainability issues has moved well beyond those seeking to align their investments with their values but to those who are seeking better financial returns. In fact, we suggest that a high-conviction, high-active share portfolio like the Shelton Sustainable Equity (NEXTX) can add meaningful value to any investor’s portfolio.
NEXTX In the News
Portfolio Manager
Bruce Kahn Featured on InvestmentNews
Portfolio manager Bruce Kahn, Ph.D of Shelton Sustainable Equity Fund sits down with InvestmentNews anchor Gregg Greenberg to explain how he selects the best innovation-focused, sustainable stocks from the bottom up.
Fund at a Glance
The Fund invests primarily in common stocks of companies that the management team believes are leaders in managing environmental risks and opportunities, have above average growth potential and are reasonably valued.
Under normal market conditions, at least 80% of the Fund’s total assets (which includes the amount of any borrowings for investment purposes) will be invested in U.S. common stocks and American Depository Receipts (“ADRs”). The Fund may invest in companies of all sizes and seeks diversification by economic sector.
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| Download Commentary | Download Fact Sheet |
Portfolio Management Team
Bruce Kahn, Ph.D.
Derek Izuel, CFA
Justin Sheetz, CFA
Nicolette DiMaggio
Elena Chavez
Resources
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| Prospectus |  |
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| Statement of Additional Information | |
| Semi-Annual Report | |
Important Information
It is possible to lose money by investing in a fund. Past performance does not guarantee future results. Any projections or other forward looking statements regarding future events or performance of markets, companies, or otherwise are not necessarily indicative or differ from, actual events or results.
Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.
By clicking some links above, you’ll go to a third-party website. Shelton Capital Management does not control the content or privacy practices of the other websites and does not endorse or accept responsibility for the content, policies, activities, products or services offered on the site. It should not be considered investment advice. The information provided does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security.
The Fund’s environmental focus may limit investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium-sized companies, even indirectly, may involve greater volatility than an investment in larger and more established companies.
Short-term performance may reflect conditions that are unsustainable and thus may not be repeated in the future.
Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing. The Shelton Sustainable Equity Fund is distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.