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Performance Spotlight on NEXTX

Let’s highlight one of our funds: NEXTX, Shelton Green Alpha

Our favorite Mid-Growth fund soared 114% in 2020!

Jack met the managers of the Shelton Green Alpha Fund (ticker: NEXTX) at an SRI conference in Portland in the summer of 2013, just months after the fund opened. We’ve been using the position in our SRI portfolios ever since. It has always been a solid investment, but the incredible returns of 2020 are worth noting!

Below are a few management highlights of the fund and a link to the factsheet.

~Identifies green economy companies that have above-average growth potential

~Invests in companies that work to improve human well-being and increase economic efficiencies, while significantly reducing environmental risks

~ Seeks companies which provide products and services that help economies adapt to, solve or mitigate the effects of key environmental and economic systemic risks

Click through to see the fact sheet on Shelton’s website.

 

Jack Schniepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®, ChFC®) and the owner of Cascade Financial Strategies in Bend, Oregon. CFS is a registered investment advisor licensed in Oregon, California and Idaho. They specialize in socially responsible investing which integrates environmental, social, and corporate governance (ESG) criteria into portfolio construction.