Morningstar

Shelton Sustainable Equity Institutional NEXIX

Morningstar Medalist Rating
Medalist Rating as of | See Shelton Investment Hub
  • NAV / 1-Day Return 33.14  /  +0.64 %
  • Total Assets 110.4 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.26%
  • Turnover 105%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NEXIX

Will NEXIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEXIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEXIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NEXIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Shelton Sustainable Equity Institutional's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings NEXIX

More NEXIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hannon Armstrong Sustainable Infrastructure Capital Inc

4.87 5.7 Mil
Real Estate

Clean Harbors Inc

4.84 5.7 Mil
Industrials

Bunge Global SA

4.48 5.2 Mil
Consumer Defensive

Ormat Technologies Inc

4.42 5.2 Mil
Utilities

Schneider Electric SE

4.11 4.8 Mil
Industrials

Johnson Controls International PLC

3.98 4.7 Mil
Industrials

Deere & Co

3.84 4.5 Mil
Industrials

Aramark

3.78 4.4 Mil
Industrials

Xylem Inc

3.77 4.4 Mil
Industrials

Valmont Industries Inc

3.64 4.3 Mil
Industrials

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