Shelton Sustainable Equity FundNEXTX
Type
Mutual fund
Peer group
Global equity
Net assets
$72.8M
Expense ratio
1.26%
1-year return
+21.4%
3 years, a year
+5.2%
5 years, a year
-2.4%
Holdings
45
What it aims to do.
The Shelton Sustainable Equity Funds investment objective is to achieve long-term capital appreciation by investing in stocks in the sustainable economy.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BG Bunge Global SA | 4.97% |
| DE Deere & Company | 4.76% |
| Gaztransport Et Technigaz SA | 4.69% |
| Schneider Electric SE | 4.49% |
| HASI HA Sustainable Infrastructure Capital Inc | 4.34% |
| TDY Teledyne Technologies Inc | 4.21% |
| Siemens AG | 4.02% |
| CF CF Industries Holdings, Inc. | 3.96% |
| ARMK Aramark | 3.78% |
| ORA Ormat Technologies Inc. | 3.70% |
More on NEXTX.
- NEXTX overview
- NEXTX holdings
- NEXTX risk
- NEXTX costs
- NEXTX money in and out
- NEXTX share classes
- Compare NEXTX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.