Shelton Green Alpha Fund (NEXTX)

Fund Objective

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

Strategy Highlights

  • Identifies green 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 which provide products and services that help economies adapt to, solve or mitigate the effects of key environmental and economic systemic risks

Overall Morningstar RatingTM

morning star rating sm  NEXTX

NEXTX received an Overall Morningstar Rating of 5 stars among 548 Mid-Cap Growth funds, based on risk-adjusted returns, as of 7/31/2021. Important Information for Morningstar® Rating

Fund Management

Fund at a Glance

The Fund invests primarily in common stocks of companies that Green Alpha Advisors (the “Sub-Advisor”) 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.

Important Information

An investment in the Fund involves risk, including possible loss of principal. 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.

Green Alpha’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 investment in larger and more established companies.

Green Alpha Advisors is not affiliated with either RFS Partners or Shelton Capital Management.