Shelton Green Alpha Fund
Fund offered by:
Shelton Capital Management
Ticker: NEXTXsocially responsible
Gender equality score
Gender equality score

41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

C
42.3
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,381 out of 2,391 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
20/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
15/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Danone SA ADR
    0.5% of assets
    $1.55M invested
  • 2. Illumina Inc
    0.61% of assets
    $1.89M invested
  • 3. International Business Machines Corp
    2.37% of assets
    $7.33M invested
  • 4. ABB Ltd ADR
    1.1% of assets
    $3.4M invested
  • 5. Switch Inc Class A
    2.39% of assets
    $7.39M invested
  • 6. Moderna Inc
    5.47% of assets
    $16.92M invested
  • 7. Vestas Wind Systems A/S ADR
    4.2% of assets
    $12.99M invested
  • 8. Splunk Inc
    0.37% of assets
    $1.16M invested
  • 9. Square Inc A
    1.18% of assets
    $3.66M invested
  • 10. NVIDIA Corp
    0.96% of assets
    $2.96M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Tesla Inc
    3.3% of assets
    $10.2M invested
  • 2. 10x Genomics Inc Ordinary Shares - Class A
    1.08% of assets
    $3.33M invested
  • 3. Enphase Energy Inc
    1.43% of assets
    $4.41M invested
  • 4. CRISPR Therapeutics AG
    4.61% of assets
    $14.25M invested
  • 5. Advanced Energy Industries Inc
    0.69% of assets
    $2.14M invested
  • 6. Hudson Pacific Properties Inc
    1.94% of assets
    $6.01M invested
  • 7. Fortinet Inc
    0.81% of assets
    $2.5M invested
  • 8. Cree Inc
    0.76% of assets
    $2.35M invested
  • 9. SolarEdge Technologies Inc
    0.76% of assets
    $2.35M invested
  • 10. Arista Networks Inc
    0.29% of assets
    $905,775 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on NEXTX at Morningstar.com
Gender Equality and Returns
Returns chart for Shelton Green Alpha Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
1 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
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
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
1 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
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
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
1 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
NEXTX - Shelton Green Alpha Fund
55%
42%
28%
/
41  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
49  / 100 points
Fund compared to benchmark
 
25%
26%
11%
/
8  / 100 points lower
Find more financial data on NEXTX at Morningstar.com
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