Shelton Green is trading at 33.67 as of the 29th of November 2024; that is 0.06 percent increase since the beginning of the trading day. The fund's open price was 33.65. Shelton Green has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Shelton Green Alpha are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of May 2023 and ending today, the 29th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests 80 percent of the net assets of the fund in equities of Sustainable companies. It will invest in U.S. common and foreign stocks and American Depository Receipts . The fund may invest in companies of all sizes and seeks diversification by economic sector and geography.. More on Shelton Green Alpha
Shelton Green Alpha [NEXTX] is traded in USA and was established 29th of November 2024. Shelton Green is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Shelton Capital Management family. The entity is thematically classified as Alternative Energy. This fund now has accumulated 202.29 M in assets with minimum initial investment of 1 K. Shelton Green Alpha is currently producing year-to-date (YTD) return of 5.82% with the current yeild of 0.0%, while the total return for the last 3 years was -9.95%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Shelton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Shelton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Shelton Green Alpha Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Shelton Mutual Fund
Shelton Green financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton Green security.