Another solution for advisors looking to invest in the green economy
Denver, October 12, 2022 /PRNewswire/ — Fueled by growing demand from advisors and institutional investors, Shelton Capital Management (“Shelton”), a multi-strategy asset manager, today announced the launch of the Shelton Green Alpha Fund Institutional Equity Class (ticker: NEXIX) announced the launch.
“The launch of NEXIX is an exciting natural extension of Shelton’s commitment to ESG integration” — Derek IsuelShelton
“As an independent investment manager, we are constantly looking for opportunities to strategically grow our business and enhance our investment services for the benefit of our investors. Dennis Clark, Managing Director of Shelton Capital Management. “With more than a decade of experience providing green economy investment solutions, Shelton was well positioned to create an institutional product that will help our partners and advisors meet the growing needs of their clients.”
Effective immediately, the fund’s institutional equity class with a 0.91% expense ratio will be available to investors and retirement plans ($500,000 minimum). “The launch of NEXIX is an exciting and natural progression of Shelton’s commitment to ESG integration and the company’s goal of providing a customized investment experience. Derek IsuelChief Investment Officer, shelton capital.
Doctor Bruce Kahn His team of portfolio managers focuses on sustainable and impactful investments with high-conviction, active equity ESG portfolios, aiming to enhance risk management, reduce volatility and deliver alpha. increase.
The Shelton Green Alpha Fund received a 5-star Morningstar Overall Rating among 532 mid-cap growth funds based on risk-adjusted returns as of September 30, 2022. In addition to the 5-star rating, the fund has returned 13.74% as of September 30, 2022 from its inception (March 12, 2013).
About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager with expertise in fund management and digital marketing. Focused on growth, Shelton is aggressively pursuing acquisitions and consolidating capital. Shelton Capital Management has expertise in mutual fund and individually managed account advisor mergers and has completed numerous transactions aimed at improving the financial and economic performance of partner firms.Managed by Shelton $3 billion For more information on assets as of September 30, 2022, please visit http://sheltoncap.com.
Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, please visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.
©2022 Morningstar Japan Inc. All rights reserved. The information contained here is: (1) is the property of Morningstar and/or its content providers; (2) may not be reproduced or distributed; (3) We do not guarantee accuracy, completeness or timeliness. Neither Morningstar nor its content providers are responsible for any damage or loss resulting from the use of this information. Important Information About Morningstar® Ratings
Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and are not recommendations to purchase any individual security.
The Shelton Green Alpha Fund’s environmental efforts may limit the investment options available to the Fund and may result in returns that are lower than those of funds not subject to such investment considerations. There is no guarantee that the Fund will achieve its objectives or strategies. Investments in small business securities, even indirectly, can be more volatile than investments in large, established companies.
The Shelton Green Alpha Fund will be distributed by RFS Partners, a member of FINRA and an affiliate of Shelton Capital Management.
Investments are not FDIC insured or bank guaranteed and may lose value.
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Source Shelton Capital Management