Shelton Green Alpha (NEXTX)
* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:||N/A|
|Annual Report Expense Ratio (net):||1.24%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||29|
|% Rank in Category (ytd):||3.8%|
|Morningstar Risk Rating:|
The investment seeks to achieve long-term capital appreciation by investing in stocks in the green economy.
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 its 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). View More