Shelton Sustainable Equity Investor (NEXTX) Research
Under typical market circumstances, this fund's core strategy is to allocate a minimum of 80% of its net assets—which includes any capital obtained through borrowing—into the equity shares of companies deemed "Sustainable." Its holdings will feature a mix of U.S. common stocks, international equities, and American Depository Receipts (ADRs). The fund is designed to invest in businesses of all market capitalizations and strategically seeks to diversify its portfolio across a variety of economic sectors and geographical locations.
Market snapshot
- Symbol
- NEXTX
- Price
- $38.00
- Day change
- +1.04%
- Market cap
- $71.4M
- 52-week range
- 32.68-39.34
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Alger Balanced Portfolio Class I-2 (ABLOX)
- ABR Dynamic Blend Equity and Volatility Fund - Investor Shares (ABRTX)
- Manning & Napier Fd, Inc. Equity Series Class S (EXEYX)
- Nuveen Flagship New Mexico Muni Bd Fd Cl A (FNMTX)
- Tributary Balanced Fd Instl (FOBAX)
- Fidelity Select Automotive Portfolio (FSAVX)
- Lazard International Small Cap Equity Portfolio Open Shares (LZSMX)
- Lazard US Equity Select Portfolio Open Shares (LZUOX)
Open Shelton Sustainable Equity Investor (NEXTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.