Shelton Sustainable Equity Fund
Shareclass
Shelton Sustainable Equity Investor (NEXTX)
Type
Open-end mutual fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,539 out of 2,548 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Shelton Sustainable Equity Fund NEXTX
Environment
Social
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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. Schneider Electric SE3.74% of assets$6.02M invested
- 2. Xylem Inc3.87% of assets$6.23M invested
- 3. Siemens AG3.49% of assets$5.63M invested
- 4. Deere & Co2.98% of assets$4.8M invested
- 5. Johnson Controls International PLC2.51% of assets$4.03M invested
- 6. Moderna Inc1.03% of assets$1.66M invested
- 7. ABB Ltd ADR1.29% of assets$2.07M invested
- 8. Essential Utilities Inc3.48% of assets$5.6M invested
- 9. Danaher Corp0.72% of assets$1.16M invested
- 10. Cabot Corp3.8% of assets$6.12M invested
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. The Timken Co3.88% of assets$6.25M invested
- 2. Valmont Industries Inc2.25% of assets$3.62M invested
- 3. Enphase Energy Inc2.72% of assets$4.39M invested
- 4. Shoals Technologies Group Inc Ordinary Shares - Class A0.96% of assets$1.55M invested
- 5. Darling Ingredients Inc3.71% of assets$5.98M invested
- 6. Bunge Global SA3.38% of assets$5.45M invested
- 7. Advanced Energy Industries Inc3.56% of assets$5.74M invested
- 8. SolarEdge Technologies Inc0.76% of assets$1.23M invested
- 9. Brookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)3.34% of assets$5.38M invested
- 10. Aramark2.27% of assets$3.65M invested
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Financial performance
Performance data provided byFind more financial data on NEXTX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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