Shelton green alpha fund prospectus
WebSee Shelton Sustainable Equity Fund (NEXTX) mutual fund ratings from all the top fund analysts in one place. See Shelton Sustainable Equity Fund performance, holdings, fees, risk and other data ... WebMay 12, 2024 · Shelton Green Alpha Fund (NEXTX) If your objective is to encourage ESG innovation, the Shelton Green Alpha Fund is for you. It is the most expensive actively managed fund on my list, with a 1.16% expense ratio. Nevertheless, the fund has earned its expense by delivering a 22.6% average annual return in the last five years, outperforming …
Shelton green alpha fund prospectus
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WebProspectus and Statement of Additional Information (the “SAI”) each dated January 1, 2024, as amended March 8, 2024 Shelton Capital Management, the advisor to the Shelton … WebTo obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing. The Shelton Green Alpha Fund is distributed by …
WebShelton Sustainable Equity Fund. San Francisco, CA 94104. 44 Montgomery Street STE 2100. Shelton Capital management. 800-225-8778. WebPROSPECTUS January 1, 2024, as amended March 8, 2024 and October 10, 2024 Green California Tax-Free Income Fund, Direct Shares: CFNTX ... SHELTON GREEN ALPHA FUND Ticker Symbol: NEXTX and NEXIX 21 Summary of Other Important Information About Fund Shares 24 Investment Objectives and Principal Strategies 24
WebProspectus and Statement of Additional Information (the “SAI”) each dated January 1, 2024, as amended March 8, 2024 Shelton Capital Management, the advisor to the Shelton Green Alpha Fund, has notified the Board of Trustees of Shelton Funds that Green Alpha Advisors, LLC will no longer serve as the sub-advisor to the fund effective July 29 ... WebProspectus and Statement of Additional Information (the “SAI”) each dated January 1, 2024, as amended March 8, 2024 Shelton Capital Management, the advisor to the Shelton Green Alpha Fund, has notified the Board of Trustees of Shelton Funds that Green Alpha Advisors, LLC will no longer serve as the sub-advisor to the fund effective July 29, 2024.
WebActual after-tax returns depend on your tax situation and are not relevant if you hold shares through tax-deferred arrangements such as IRAs or 401 (k) plans. Close tooltip. Shelton …
WebShelton Green Alpha Fund, Direct Shares: NEXTX The Securities and Exchange Commission has not approved or disapproved these securities or passed on whether the information in this prospectus is adequate or accurate. Any representation to the contrary is a … red holly berry wreathWebThe Shelton Green Alpha Fund is a diversified mutual fund that seeks to achieve long-term capital appreciation by investing in U.S. common stock equities and sponsored ADRs in the green economy. Sponsored ADRs are issued in co operation with the underlying foreign company whose equity shares will underly the ADR shares. ribs surface anatomyWebOct 12, 2024 · Fueled by growing demand from advisors and institutional investors, Shelton Capital Management ("Shelton"), a multi-strategy asset manager, announced today the launch of the Shelton Green Alpha ... red holly berryWebShelton Funds. Shelton Green Alpha Fund (the “Fund”) Supplement dated December 20, 2024 to the. Prospectus and Statement of Additional Information (the “SAI”) each dated … red hollyhock seedsWebAs of 12/21/2024, Fidelity was notified this fund changed its name from Shelton Green Alpha Fund. See the fund's prospectus for any additional details. As of 01/07/2024, … ribstein and hogan law firmWebShelton Funds. Shelton Green Alpha Fund . Supplement dated October 3, 2024 to the. Prospectus and Statement of Additional Information (the “SAI”) each dated January 1, … ribs support beltWebShelton Funds Shelton Capital Management ribs telecom