Shelton Sustainable Equity Institutional (NEXIX)

Fund Assets	160.82M
Expense Ratio	1.00%
Min. Investment	$500,000
Turnover	n/a
Dividend (ttm)	0.11
Dividend Yield	0.33%
Dividend Growth	26.68%
Payout Frequency	Annual
Ex-Dividend Date	Dec 31, 2024

Previous Close	32.46
YTD Return	5.96%
1-Year Return	0.20%
5-Year Return	n/a
52-Week Low	25.61
52-Week High	34.06
Beta (5Y)	n/a
Holdings	48
Inception Date	Oct 11, 2022

About NEXIX

The Shelton Sustainable Equity Institutional (NEXIX) seeks to achieve long-term capital appreciation by investing in stocks in the green economy. NEXIX invests primarily in companies that are leaders in managing environmental risks and opportunities, have above average growth potential and are reasonably value. It also may invest in companies of all sizes.

• Category: Mid-Cap Growth
• Performance Rating: Low
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: NEXIX
• Share Class: Institutional Shares
• Index: MSCI ACWI IMI NR

Performance

NEXIX had a total return of 0.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.12%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
NEXTX	Investor Shares	1.25%

Top 10 Holdings

23.54% of assets

Name	Symbol	Weight
HA Sustainable Infrastructure Capital, Inc.	HASI	3.00%
Ormat Technologies, Inc.	ORA	2.72%
H&E Equipment Services, Inc.	HEES	2.51%
CF Industries Holdings, Inc.	CF	2.43%
Teledyne Technologies Incorporated	TDY	2.31%
Bunge Global SA	BG	2.22%
Darling Ingredients Inc.	DAR	2.16%
Advanced Energy Industries, Inc.	AEIS	2.13%
Aramark	ARMK	2.08%
Deere & Company	DE	1.98%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2024	$0.1092	Dec 31, 2024
Dec 29, 2023	$0.0862	Dec 29, 2023
Dec 30, 2022	$0.0876	Dec 30, 2022