Shelton Green Alpha Fund

Class Other (NEXTX)

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 56.09 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 5.4%
1 Year 56.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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).

Fees

Fees are Low compared to funds in the same category.
Shelton Green Alpha Fund has an expense ratio of 1.24 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Mid-Cap Growths

Highest Returns (10-year)

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