Shelton Green Alpha Fund
Fund offered by:
Shelton Capital Management
Ticker: NEXTXsocially responsible
Deforestation grade: Fund is invested in deforestation-risk banks and lenders and/or major consumer brands, but no holdings flagged for our deforestation-risk agricultural commodity producer/trader screen. Assigned a grade of B.
How we track deforestation-risk investments
B
0.5%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
1
holdings flagged
0.5%
of assets flagged
This fund contains
 $1.55 MILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
0 holdings
0% of assets
$0 invested
banks
Banks and lenders
0 holdings
0% of assets
$0 invested
consumers
Major consumer brands
1 holdings
0.5% of assets
$1.55 MILLION invested
No holdings icon
Commodity producers
0 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
No holdings icon
Banks and lenders
0 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
Major consumer brands
Major consumer brands
1 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
1 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Danone SA ADR
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.5%0.5% of portfolio
    $1.55M$1.55M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
View more info
DATA AS OF 6/30/21
Financial performance
Performance data provided byMorningstarFind more financial data on NEXTX at Morningstar.com
Current fund
NEXTX
Shelton Green Alpha Fund
Family
Shelton Capital Management
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
11% more in annualized returns
Less invested in commodity producers 
0.28% less invested
Less invested in banks and lenders 
2.97% less invested
Less invested in major consumer brands 
13.21% less invested
Current fund
NEXTX
Shelton Green Alpha Fund
Family
Shelton Capital Management
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
11% more in annualized returns
Less invested in commodity producers 
0.28% less invested
Less invested in banks and lenders 
2.97% less invested
Less invested in major consumer brands 
13.21% less invested
Current fund
NEXTX
Shelton Green Alpha Fund
Family
Shelton Capital Management
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
11% more in annualized returns
Less invested in commodity producers 
0.28% less invested
Less invested in banks and lenders 
2.97% less invested
Less invested in major consumer brands 
13.21% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
NEXTX - Shelton Green Alpha Fund
55%
42%
28%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
0.28% 
Fund compared to benchmark
 
25%
26%
11%
/
0.28%  lower
Find more financial data on NEXTX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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