Invest Now In A Sustainable Future

Shelton Sustainable Equity Fund

The Fund’s investment objective is to achieve long-term capital appreciation by investing in stocks in the sustainable economy.

Strategy Highlights

 

Identifies sustainable economy companies that have above-average growth potential.

Invests in companies that work to improve human well-being and increase economic efficiencies, while significantly reducing environmental risks.

Seeks companies that provide products and services that help economies adapt to, solve or mitigate the effects of key environmental and economic systemic risks.

PRIME Criteria

The Sustainable Finance Podcast
with Paul Ellis

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.

NEXTX Commentary Shelton Green Alpha Fund Fact Sheet 1Q2020
 Download Commentary Download Fact Sheet

NEXTX

Overall Morningstar RatingTM

NEXTX received an Overall Morningstar Rating of 5 stars among 529 Mid-Cap Growth funds, based on risk-adjusted returns, as of 3/31/2023.
Important Information for Morningstar® Rating >

In the Media

Bruce Kahn Joins TD Ameritrade Network – November 2022

Bruce TD

Bruce Kahn Joins FintechTV

Bruce FintechTV

Bruce Kahn Joins TD Ameritrade Network – December 2022

Bruce TD

Bruce Kahn Published on WealthManagement.com

Next Economy

Fund Management

Resources

Documents PDF
Prospectus pdf DL
Annual Report pdf DL
Statement of Additional Information pdf DL
Semi-Annual Report pdf DL

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 the link 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. 

Effective December 20, 2022, the fund changed its name from Shelton Green Alpha Fund to Shelton Sustainable Equity Fund.

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.