Dow Down 1.40% Nasdaq Down 1.59%

Shelton Green Alpha (NEXTX)

14.68 Down 0.29(1.94%) Oct 1
Prev Close:14.97
YTD Return*:7.14%
Net Assets*:22.46M
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
CSIQ.TO4.1828.57
FSLR3.6827.02
SCTY3.4619.04
VE.PA3.2719.43
TSLA3.0888.87

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:22.46M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.24%

Performance & Risk

YTD Return:7.14%
5y Avg Return:N/A
Rank in Category (ytd):29
% Rank in Category (ytd):3.8%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

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
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