Shelton Green Alpha Fund
Fund offered by:
Shelton Capital Management
Ticker: NEXTXsocially responsible
Prison industrial complex grade: One or more holdings were flagged by our prison industrial complex screen, but there were no higher risk companies in the portfolio. Assigned a grade of B.
B
$7.33 MILLION
Prison industrial complex
1
flagged holdings
2.37%
of assets flagged
Data as of 6/30/21
Flagged investments:
$7.33 MILLION, 2.37% of assets
Higher risk:
$0, 0% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
0 direct stock holdings
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
1
holdings
$7.33M
invested
2.37%
of portfolio
All flagged holdings
1 holdings
1 holdings
  • 1.  International Business Machines Corp
    Border industry
    $7.33M
    2.37%
Higher risk
Private prison operator
Shelton Green Alpha Fund $NEXTX has $7.33 MILLION invested in 1 company involved in the prison industrial complex, amounting to 2.37% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on NEXTX at Morningstar.com
Current fund
NEXTX
Shelton Green Alpha Fund
Family
Shelton Capital Management
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
11% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.07% less invested
Less invested in higher risk companies 
1.07% less invested
Less invested in all screened prison industry companies 
16.52% less invested
Less invested in all screened border industry companies 
19.51% less invested
Less invested in all screened companies 
22.65% less invested
Current fund
NEXTX
Shelton Green Alpha Fund
Family
Shelton Capital Management
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
11% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.07% less invested
Less invested in higher risk companies 
1.07% less invested
Less invested in all screened prison industry companies 
16.52% less invested
Less invested in all screened border industry companies 
19.51% less invested
Less invested in all screened companies 
22.65% less invested
Current fund
NEXTX
Shelton Green Alpha Fund
Family
Shelton Capital Management
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
11% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.07% less invested
Less invested in higher risk companies 
1.07% less invested
Less invested in all screened prison industry companies 
16.52% less invested
Less invested in all screened border industry companies 
19.51% less invested
Less invested in all screened companies 
22.65% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
NEXTX - Shelton Green Alpha Fund
56%
50%
30%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
0% 
Fund compared to benchmark
 
14%
28%
11%
/
Same
Find more financial data on NEXTX at Morningstar.com
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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