Shelton Green Alpha Fund
Fund offered by:
Shelton Capital Management
Ticker: NEXTXsocially responsible
$84.88 MILLION
invested in Clean200 stocks
11
Clean200 holdings
27.48%
of assests invested
Clean200 was created by As You Sow and Corporate Knights
As You SowCorporate Knights
Wind energy
Solar energy
The Clean200 is a list of 200 publicly traded companies that are leading the way with solutions for the transition to clean energy. See the full list
Clean200 holdings
Clean200 holdings
11 holdings
11 holdings
  • 1. JinkoSolar Holding Co Ltd ADR
    Technology
    5.26% of assets
    $16.25M invested
  • 2. Vestas Wind Systems A/S ADR
    Industrials
    4.2% of assets
    $12.99M invested
  • 3. Applied Materials Inc
    Technology
    3.69% of assets
    $11.39M invested
  • 4. Tesla Inc
    Consumer cyclical
    3.3% of assets
    $10.2M invested
  • 5. Taiwan Semiconductor Manufacturing Co Ltd ADR
    Technology
    3.27% of assets
    $10.09M invested
See all
Methodology
The Clean200 are the largest 200 public companies ranked by green energy revenues. The dataset is developed by multiplying a company’s most recent year-end revenues by its clean revenue estimate, primarily sourced from Corporate Knights Research supplemented by FactSet, Bloomberg BNEF, and FTSE Russell data. In order to be eligible, a company must have USD revenue of at least $1 billion (most recent available fiscal year-end data) and earn more than 10% of total revenues from clean sources, which extends beyond energy efficiency, green energy, and zero emission and hybrid vehicles. We include banks that are financing the low-carbon solutions; real estate companies leading the way on low-carbon buildings; forestry companies protecting carbon sinks; responsible miners of critical materials for the low carbon economy; food and apparel companies with products that are primarily made of raw materials with a significantly lower carbon footprint; and energy-hungry information and communications technology companies that are leading the way on renewable energy. More
This fund has:
More investments in Clean200 than Carbon Underground 200
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: 9/30/21
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 fossil fuels 
6.65% less invested
Higher carbon footprint 
50 tonnes CO2e/$1M USD higher
More invested in Clean200 
13% more 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: 9/30/21
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 fossil fuels 
6.65% less invested
Higher carbon footprint 
50 tonnes CO2e/$1M USD higher
More invested in Clean200 
13% more 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: 9/30/21
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 fossil fuels 
6.65% less invested
Higher carbon footprint 
50 tonnes CO2e/$1M USD higher
More invested in Clean200 
13% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Clean200 %
This fund
NEXTX - Shelton Green Alpha Fund
55%
42%
28%
/
27% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
15% 
Fund compared to benchmark
 
25%
26%
11%
/
13%  higher
Find more financial data on NEXTX at Morningstar.com
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