Shelton Green Alpha Fund
Fund offered by:
Shelton Capital Management
Ticker: NEXTXsocially responsible
Military weapon grade: No holdings flagged for our military weapon screens. Assigned a grade of A.
How we track weapon investments
A
$0
Military weapons
0
military weapon stocks found
0%
of assets flagged
Data as of 6/30/21
This fund is clean for all three of our military weapon categories!
  For each weapons category, we show the fund's exposure. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Military weapons
Major military contractors
Major military contractors
Top 100 military contractors
0 direct stock holdings
Cluster munitions
Cluster munitions
Manufacturers of weapons banned in 100+ countries
0 direct stock holdings
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments
0 direct stock holdings
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

Shelton Green Alpha Fund $NEXTX has no military weapon stock holdings!
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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: 10/31/21
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 military weapons 
2.39% less invested
Less invested in major military contractors 
2.39% less invested
Same in manufacturers of cluster munitions 
Both 0% invested
Less invested in manufacturers/servicers of nuclear weapons 
1.63% 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: 10/31/21
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 military weapons 
2.39% less invested
Less invested in major military contractors 
2.39% less invested
Same in manufacturers of cluster munitions 
Both 0% invested
Less invested in manufacturers/servicers of nuclear weapons 
1.63% 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: 10/31/21
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 military weapons 
2.39% less invested
Less invested in major military contractors 
2.39% less invested
Same in manufacturers of cluster munitions 
Both 0% invested
Less invested in manufacturers/servicers of nuclear weapons 
1.63% less invested
Month-end trailing returns  
Annualized returns
Weapon analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
NEXTX - Shelton Green Alpha Fund
56%
50%
30%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
2.39% 
Fund compared to benchmark
 
14%
28%
11%
/
2.39%  lower
Find more financial data on NEXTX at Morningstar.com
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