Shelton Green Alpha Fund (NEXTX)

 

The Shelton Green Alpha Fund (NEXTX) seeks to achieve long term capital appreciation by investing in stocks in the green economy. 

The fund’s three month performance of +15.47% (as of 6/30/2013) makes it the top performer in Morningstar’s Large Growth category in the second quarter.  The Shelton Green Alpha Fund was ranked #1 out of 1821 Large Growth Funds.   

Since its inception on 3/12/2013 through 7/31/2013, the fund has returned +25.0%.  See the current and since inception performance of NEXTX onwww.morningstar.com

By investing in efficiency innovators such as First Solar and American Water Works, Green Alpha Advisors seeks to dispel the notion that sustainable and environmentally responsible investing leads to underperformance.

Click here to see the top 10 holdings of the Shelton Green Alpha Fund as of 6/30/2013 and here for the top 25 holdings as of the most recent month end.

 

Please call us today at 800-955-9988 or visit us online to download the free whitepaper “Redefining Sustainable and Responsible Investing.”

About Shelton Capital Management

Shelton Capital Management is an independent asset management firm specializing in managing a broad array of investment solutions including benchmark-driven mutual funds, option income strategies and global investment funds. Established in 1985, we offer the experience and sophistication of a large, institutional investment firm with a level of attention only an independent investment boutique can provide

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About The Sub-Advisor

Founded in July 2007, Green Alpha Advisors, LLC (GAA) is a registered investment advisor based in Boulder, Colorado. The Green Alpha Advisors team has a commitment to environmentally progressive asset management.

Portfolio Manager, Garvin F. Jabusch

Garvin Jabusch co-founded Green Alpha Advisors in 2007. Mr. Jabusch holds an MBA in international management and finance from the American Graduate School of International Management (Thunderbird).

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Important Disclosures:

The performance quoted represents past performance.  Past performance is not necessarily indicative of future results.  The investment will fluctuate so that an investor’s shares, when redeemed may be worth more or less than the original cost.

Total Annual Fund Operating Expense for the Shelton Green Alpha Fund is 1.38%.

Morningtar lists 1821 funds in the Large Growth Category.  Funds offering multiple share classes are listed multiple times, one listing for each share class.

Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visitwww.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing. Investments are not FDIC insured or bank guaranteed and may lose value. Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management, 7/2013.

Green Alpha’s environmental focus may limit the investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations.  Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investing in larger and more established companies.  There are no assurances that the Fund will achieve its objective and/or strategy.

Fund information is not intended to represent future portfolio composition.  Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.

 

 

This Fund may not be available in your state.  Please check with your Advisor to determine if the Fund is available for sale in your state.

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